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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-17), Charles Schwab's 3-1 Month Momentum % is -2.59%.
The industry rank for Charles Schwab's 3-1 Month Momentum % or its related term are showing as below:
FRA:SWG's 3-1 Month Momentum % is ranked better than 62.52% of 827
companies
in the Capital Markets industry
Industry Median: -2.5
vs FRA:SWG: -2.59
Charles Schwab (FRA:SWG) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Charles Schwab 3-1 Month Momentum % Related Terms
FRA:SWG vs HOOD, IBKR, LPLA: 3-1 Month Momentum % Comparison
For the Capital Markets subindustry, Charles Schwab's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Charles Schwab 3-1 Month Momentum % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Charles Schwab's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Charles Schwab's 3-1 Month Momentum % falls into.
Charles Schwab (FRA:SWG) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Charles Schwab (FRA:SWG) has a 3-1 Month Momentum % of -2.59% as of Jul. 17, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Charles Schwab and its competitors. According to the industry distribution chart, Charles Schwab ranks #310 out of 827 companies in the Capital Markets industry, placing it in the top 37.5%.
Is Charles Schwab's 3-1 Month Momentum % too high?
Charles Schwab's current 3-1 Month Momentum % is -2.59%. Based on the distribution chart, Charles Schwab ranks #310 out of 827 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Charles Schwab has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's 3-1 Month Momentum % compare to HOOD and IBKR?
According to the Capital Markets industry distribution chart, Charles Schwab ranks #310 out of 827 companies for 3-1 Month Momentum %. This puts Charles Schwab in the upper half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for a Capital Markets company?
A good 3-1 Month Momentum % depends on the Capital Markets industry context. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Charles Schwab and its competitors. Charles Schwab's current 3-1 Month Momentum % is -2.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charles Schwab stock overvalued right now?
Based on GuruFocus' analysis, Charles Schwab (FRA:SWG) is currently considered Fairly Valued. The stock's GF Value™ is €90.93, compared to a current price of €89.04 — trading 2.1% below its estimated fair value. The current 3-1 Month Momentum % is -2.59%. Charles Schwab's overall GF Score™ is 76/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Charles Schwab (FRA:SWG), the current 3-1 Month Momentum % is -2.59% as of Jul. 17, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Charles Schwab (FRA:SWG) Overvalued in 2026?
Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued.
The current stock price of €89.04 is trading 2.1% below its estimated GF Value™ of €90.93.
GuruFocus considers Charles Schwab to be Fairly Valued.
Key valuation signals for FRA:SWG:
3-1 Month Momentum %: -2.59%
GF Value™: €90.93 vs. price of €89.04 (2.1% below fair value)
No single metric tells the full story. See the FRA:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
76GF Score
Get the complete analysis for FRA:SWG
3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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