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
0.327%
12M weight contribution
-0.104 pp
3M weight contribution
+0.127 pp
12M price return
-17.2%
Share of matched S&P 500 members
Monthly observations through Mar 2019
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 |
|---|---|---|---|---|---|
| Mar 2019 | $57.0bn | 0.327% | -0.104 pp | -17.2% | Yes |
| Feb 2019 | $61.3bn | 0.355% | -0.072 pp | -12.3% | Yes |
| Jan 2019 | $63.2bn | 0.208% | -0.200 pp | -11.5% | No |
| Dec 2018 | $56.1bn | 0.201% | -0.207 pp | -21.4% | No |
| Nov 2018 | $60.5bn | 0.201% | -0.207 pp | -15.3% | No |
| Oct 2018 | $62.5bn | 0.212% | -0.196 pp | -12.8% | No |
| Sep 2018 | $66.4bn | 0.212% | -0.196 pp | -7.3% | No |
| Aug 2018 | $68.6bn | 0.221% | -0.186 pp | -4.2% | No |
| Jul 2018 | $68.9bn | 0.402% | -0.006 pp | -3.9% | No |
| 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.