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

0.307%

12M weight contribution

-0.095 pp

3M weight contribution

-0.033 pp

12M price return

-14.3%

Share of matched S&P 500 members

Monthly observations through Jul 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
Jul 2019	$57.7bn	0.307%	-0.095 pp	-14.3%	No
Jun 2019	$53.7bn	0.289%	-0.129 pp	-20.3%	No
May 2019	$55.5bn	0.323%	-0.132 pp	-24.2%	Yes
Apr 2019	$61.0bn	0.340%	-0.121 pp	-16.9%	Yes
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.