Financial Stocks: Dollar-cost Averaging for The Charles Schwab Corporation (SCHW)
Dollar-cost averaging calculator assumes a $1,000 initial investment and a recurring $100 monthly investment.
All values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Dollar-cost Average Calculator 12/2014 - 12/2024 | |
|---|---|
| Stock | SCHW |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 | Initial # Shares Bought | 37.392 |
| # Monthly Investments | 120 |
| Total Monthly Investments | $12,000.00 |
| # Monthly Shares Bought | 281.269 |
| Total Investments | $13,000.00 |
| Total Shares | 318.660 |
| Final Value | $26,232.13 |
| Total Gain or Loss | $13,232.13 |
| Percent Gain or loss | 101.79% |
| Stock Return Calculator S&P 500 Dollar-cost Average Calculator | |
SCHW Dividend Chart
SCHW Compare Returns with S&P 500
SCHW Trendline Chart
SCHW Moving Average Chart
SCHW Stock Return Map - See Patterns of Gains and Losses
SCHW Stock Returns/Purchase Dates