Charles Schwab (FRA:SWG) 6-Month Price Index: 1.03 (As of Aug. 05, 2026)

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Director of Data and Quant Analytics at GuruFocus
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Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:SWG Charles Schwab Corp FRA:SWG
75 GF Score
Price €91.62
GF Value €92.80
Valuation Fairly Valued
! 4 Warning Signs
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What is Charles Schwab 6-Month Price Index?

Charles Schwab FRA:SWG +0.31% 75 6-Month Price Index is 1.03 as of Aug. 05, 2026. GuruFocus rates FRA:SWG with a GF Score™ of 75/100 and a GF Value™ of €92.80 (Fairly Valued). The stock has 4 warning signs investors should review.

6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. It’s calculated by current share price divided by share price 6-months ago. As of today (2026-08-05), Charles Schwab's 6-Month Price Index is 1.03.

Charles Schwab  (FRA:SWG) 6-Month Price Index Explanation

Price Index (PI) also called momentum. Strategies involving Price Index are also known as momentum strategies as they allow investors to profit from a company’s stock price. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago.

The investment strategy for momentum investors is to buy winners and sell losers. That is, buy stocks that performed well and sell stocks that performed poorly in the past.

Charles Schwab 6-Month Price Index Related Terms

FRA:SWG vs HOOD, GS, IBKR: 6-Month Price Index Comparison

For the Capital Markets subindustry, Charles Schwab's 6-Month Price Index, along with its competitors' market caps and 6-Month Price Index 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.

FRA:SWG
75GF Score
Charles Schwab Corp FRA:SWG
6-Month Price Index is just one metric. See GF Score™, valuation, warning signs, and more.
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Charles Schwab  (FRA:SWG) 6-Month Price Index Calculation

6-Month Price Index is calculated as following:

6-Month Price Index=Current Share Price / Share Price 6-Months Ago

* 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.

Frequently Asked Questions Learn more about 6-Month Price Index →
What does a 6-Month Price Index of 1.03 mean?
Charles Schwab (FRA:SWG) has a 6-Month Price Index of 1.03 as of Aug. 05, 2026. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. View historical data on Charles Schwab and its competitors.
Is Charles Schwab's 6-Month Price Index too high?
Charles Schwab's current 6-Month Price Index is 1.03. Overall, Charles Schwab has a GF Score™ of 75/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's 6-Month Price Index compare to HOOD and GS?
Charles Schwab's 6-Month Price Index of 1.03 can be compared against companies in the Capital Markets industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 6-Month Price Index for a Capital Markets company?
A good 6-Month Price Index depends on the Capital Markets industry context. However, 6-Month Price Index 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 6-Month Price Index mean?
A high 6-Month Price Index can signal that a stock is expensive relative to its fundamentals. 6-Month Price Index is an intermediate-term momentum that shows the price change relative to 6-month ago. View historical data on Charles Schwab and its competitors. Charles Schwab's current 6-Month Price Index is 1.03. 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 €92.80, compared to a current price of €91.62 — trading 1.3% below its estimated fair value. The current 6-Month Price Index is 1.03. Charles Schwab's overall GF Score™ is 75/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 6-Month Price Index calculated?
6-Month Price Index is calculated from a company's financial statements. For Charles Schwab (FRA:SWG), the current 6-Month Price Index is 1.03 as of Aug. 05, 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 €91.62 is trading 1.3% below its estimated GF Value™ of €92.80. GuruFocus considers Charles Schwab to be Fairly Valued.

Key valuation signals for FRA:SWG:

  • 6-Month Price Index: 1.03
  • GF Value™: €92.80 vs. price of €91.62 (1.3% below fair value)
  • GF Score™: 75/100 with 4 warning signs

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 Business Description

Address 3000 Schwab Way, Westlake, TX, USA, 76262
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.
75GF Score

Get the complete analysis for FRA:SWG

6-Month Price Index is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€91.62
Price
€92.80
GF Value