Seasonality
SCHW seasonality — Charles Schwab Corporation
Over the last 11 years, SCHW's strongest month on average has been November (+8.5%) and its weakest March (-4.7%).
Average return by month
Month-by-month statistics
| Month | Avg | Median | Up % | Best | Worst | Yrs |
|---|---|---|---|---|---|---|
| Jan | +1.84% | +3.92% | 60% | +12.6% | -8.6% | 10 |
| Feb | -0.42% | -1.82% | 30% | +19.8% | -10.5% | 10 |
| Mar | -4.70% | -1.40% | 30% | +8.3% | -32.8% | 10 |
| Apr | +1.12% | +3.11% | 60% | +12.2% | -21.3% | 10 |
| May | +0.01% | -0.18% | 40% | +8.5% | -9.1% | 10 |
| Jun | -0.10% | -0.42% | 50% | +10.9% | -9.9% | 10 |
| Jul | +3.44% | +3.52% | 50% | +16.6% | -11.5% | 10 |
| Aug | -1.01% | -0.33% | 40% | +7.2% | -11.4% | 10 |
| Sep | -0.01% | -0.20% | 40% | +9.6% | -11.0% | 10 |
| Oct | +2.40% | +0.76% | 50% | +13.5% | -9.9% | 10 |
| Nov | +8.52% | +8.81% | 67% | +21.6% | -5.7% | 9 |
| Dec | +2.38% | +3.69% | 70% | +12.2% | -10.6% | 10 |
Monthly returns heat map — SCHW
price return, %| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.0 | -8.4 | -1.3 | -2.5 | -4.7 | 5.6 | 14.1 | 4.3 | -11.0 | -9.9 | 3.9 | -8.4% | |
| 2025 | 11.8 | -3.9 | -1.6 | 4.0 | 8.5 | 3.3 | 7.1 | -1.9 | -0.4 | -1.0 | -1.9 | 7.7 | +35.0% |
| 2024 | -8.6 | 6.1 | 8.3 | 2.2 | -0.9 | 0.6 | -11.5 | -0.1 | -0.5 | 9.3 | 16.8 | -10.6 | +7.6% |
| 2023 | -7.0 | 0.7 | -32.8 | -0.3 | 0.9 | 7.6 | 16.6 | -10.5 | -7.2 | -5.2 | 17.8 | 12.2 | -17.4% |
| 2022 | 4.3 | -3.7 | -0.2 | -21.3 | 5.7 | -9.9 | 9.3 | 2.8 | 1.3 | 10.8 | 3.6 | 0.9 | -1.0% |
| 2021 | -2.8 | 19.8 | 5.6 | 8.0 | 4.9 | -1.4 | -6.7 | 7.2 | -0.0 | 12.6 | -5.7 | 8.7 | +58.6% |
| 2020 | -4.2 | -10.5 | -17.5 | 12.2 | -4.8 | -6.0 | -1.8 | 7.2 | 2.0 | 13.5 | 18.7 | 8.7 | +11.5% |
| 2019 | 12.6 | -1.6 | -7.1 | 7.1 | -9.1 | -3.4 | 7.5 | -11.4 | 9.3 | -2.7 | 21.6 | -3.9 | +14.5% |
| 2018 | 3.8 | -0.6 | -1.5 | 6.6 | -0.1 | -8.1 | -0.1 | -0.5 | -3.2 | -5.9 | -3.1 | -7.3 | -19.2% |
| 2017 | 4.5 | -2.0 | 1.0 | -4.8 | -0.3 | 10.9 | -0.1 | -7.0 | 9.6 | 2.5 | 8.8 | 5.3 | +30.1% |
| 2016 | 2.1 |