Universe›Financials›Investment Banking & Brokerage›Investment Banking & Brokerage›Charles Schwab Corporation
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
0.418%
12M weight contribution
+0.010 pp
3M weight contribution
-0.013 pp
12M price return
-3.9%
Share of matched S&P 500 members
Monthly observations through Jun 2018
Company price index
A separate dimension from market allocation
Historical observations
Most recent 24 observations at or before the selected month
| Month | Market cap | Universe weight | 12M weight change | 12M return | Above 6M weight average |
|---|---|---|---|---|---|
| Jun 2018 | $68.9bn | 0.418% | +0.010 pp | -3.9% | No |
| May 2018 | $75.0bn | 0.455% | +0.047 pp | +4.7% | Yes |
| Apr 2018 | $75.0bn | 0.461% | +0.053 pp | +4.6% | Yes |
| Mar 2018 | $70.3bn | 0.431% | +0.024 pp | -1.9% | Yes |
| Feb 2018 | $71.4bn | 0.428% | +0.020 pp | -0.4% | Yes |
| Jan 2018 | $71.5bn | 0.408% | +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.