SCHW

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NO
45.9% ABOVE
↑ Moving away Was 44.6% last week
-15% -10% -5% 0% 5% 10% 15%+
Buy Threshold $72.03
14-Week RSI 70

The Charles Schwab Corporation (SCHW) closed at $105.08 as of 2026-02-02, trading 45.9% above its 200-week moving average of $72.03. The stock moved further from the line this week, up from 44.6% last week. With a 14-week RSI of 70, SCHW is in overbought territory.

Over the past 1954 weeks of data, SCHW has crossed below its 200-week moving average 24 times. On average, these episodes lasted 20 weeks. Historically, investors who bought SCHW at the start of these episodes saw an average one-year return of +10.6%.

With a market cap of $190.7 billion, SCHW is a large-cap stock. Return on equity stands at 18.1%, a solid level. The stock trades at 4.4x book value.

Over the past 33.2 years, a hypothetical investment of $100 in SCHW would have grown to $15193, compared to $2849 for the S&P 500. That represents an annualized return of 16.4% vs 10.6% for the index — confirming SCHW as a market-beating investment and the kind of quality company where buying during 200-week moving average touches has historically been rewarded.

Free cash flow has been volatile over the past several years, making the quality of earnings harder to assess.

Growth of $100: SCHW vs S&P 500

Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.

What Happens After SCHW Crosses Below the Line?

Across 23 historical episodes, buying SCHW when it crossed below its 200-week moving average produced an average return of +4.3% after 12 months (median -4.0%), compared to +16.2% for the S&P 500 over the same periods. 48% of those episodes were profitable after one year. After 24 months, the average return was +16.0% vs +32.3% for the index.

Each line shows $100 invested at the moment SCHW crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.

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Historical Touches

SCHW has crossed below its 200-week MA 24 times with an average 1-year return of +10.6% after recovery.

Crossed BelowRecoveredWeeksMax Depth1-Year ReturnReturn Since Touch
Aug 1988Jan 19891915.3%+130.7%+105513.1%
Feb 2001Dec 200419967.7%-34.9%+612.3%
Jan 2005May 20051910.5%+40.9%+1138.6%
Oct 2008Oct 200814.1%+11.7%+704.9%
Nov 2008Nov 200822.8%+11.5%+689.4%
Dec 2008Apr 20091834.6%+11.9%+681.8%
May 2009Jun 200934.0%+1.1%+666.6%
Jun 2009Jul 200947.5%-15.8%+672.6%
Aug 2009Sep 200942.1%-24.4%+628.8%
Oct 2009Nov 200935.5%-15.3%+620.3%
Nov 2009Nov 200912.2%-13.9%+625.9%
Dec 2009Dec 200910.1%-6.2%+608.4%
Jan 2010Feb 201033.9%-1.3%+604.1%
May 2010Jan 20113627.9%+6.4%+645.3%
Jan 2011Feb 201121.8%-33.3%+613.6%
Mar 2011Mar 201112.9%-11.2%+620.6%
May 2011Dec 20128636.6%-24.6%+615.0%
Feb 2016Feb 201612.9%+76.7%+422.1%
Aug 2019Sep 201959.2%-6.0%+212.4%
Sep 2019Oct 2019312.1%+7.5%+221.5%
Feb 2020Nov 20203727.3%+54.2%+179.2%
Mar 2023Jul 20231817.2%+21.0%+94.0%
Aug 2023Nov 20231517.2%+11.9%+82.2%
Jul 2024Oct 2024126.9%+56.5%+72.6%
Average20+10.6%

Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.

Data as of Friday close, 2026-02-02