Observatory · observe first

Charles Schwab Corporation

SCHW · United States · Investment Banking & Brokerage · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.455%
12M weight contribution
+0.047 pp
3M weight contribution
+0.027 pp
12M price return
+4.7%

Share of matched S&P 500 members

Monthly observations through May 2018

0.40.40.52018

Company price index

A separate dimension from market allocation

981011042018

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
May 2018$75.0bn0.455%+0.047 pp+4.7%Yes
Apr 2018$75.0bn0.461%+0.053 pp+4.6%Yes
Mar 2018$70.3bn0.431%+0.024 pp-1.9%Yes
Feb 2018$71.4bn0.428%+0.020 pp-0.4%Yes
Jan 2018$71.5bn0.408%+0.000 pp+0.0%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.