Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

SCHW Relative to the S&P 500

SCHW Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Charles Schwab Corp. (NYSE:SCHW) seasonal charts above shows that a Buy Date of October 23 and a Sell Date of January 12 has resulted in a geometric average return of 8.03% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 18 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 7.59% per year.

The seasonal timeframe is Inline with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

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Stocks mentioned in this post: SCHW