Seasonal Evaluation for The Charles Schwab Corporation (SCHW)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 65.00% | 55.00% | 60.00% | 80.00% |
| Median Return | 2.31% | 1.12% | 2.95% | 14.75% |
| Average Return | 4.80% | 6.69% | 5.30% | 14.65% |
| Maximum Gain | 27.62% | 20.01% | 26.58% | 46.40% |
| Gain Year | 2012 | 2013 | 2008 | 2020 |
| Maximum Loss | -37.09% | -25.06% | -31.49% | -37.81% |
| Loss Year | 2023 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 72.50% | 57.50% | 60.00% | 70.00% |
| Median Return | 5.27% | 1.85% | 1.76% | 7.68% |
| Average Return | 8.88% | 5.92% | 5.59% | 9.48% |
| Maximum Gain | 46.40% | 26.58% | 27.62% | 46.40% |
| Gain Year | 2020 | 2008 | 2012 | 2020 |
| Maximum Loss | -37.81% | -31.49% | -37.09% | -37.81% |
| Loss Year | 2008 | 2011 | 2023 | 2008 |
| Based on the past 20 years (2006-2025) | ||||