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
0.277%
12M weight contribution
-0.023 pp
3M weight contribution
+0.276 pp
12M price return
+13.6%
Share of matched S&P 500 members
Monthly observations through Dec 2020
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 |
|---|---|---|---|---|---|
| Dec 2020 | $68.3bn | 0.277% | -0.023 pp | +13.6% | Yes |
| Nov 2020 | $62.9bn | 0.267% | -0.053 pp | +0.4% | Yes |
| Oct 2020 | $53.0bn | 0.251% | -0.027 pp | +2.8% | Yes |
| Sep 2020 | $46.7bn | 0.000% | -0.290 pp | -11.8% | No |
| Aug 2020 | $45.8bn | 0.000% | -0.272 pp | -5.5% | No |
| Jul 2020 | $42.7bn | 0.000% | -0.307 pp | -21.9% | No |
| Jun 2020 | $43.4bn | 0.000% | -0.289 pp | -14.6% | No |
| May 2020 | $46.2bn | 0.000% | -0.323 pp | -12.2% | No |
| Apr 2020 | $48.5bn | 0.272% | -0.068 pp | -16.3% | Yes |
| Mar 2020 | $43.2bn | 0.000% | -0.327 pp | -20.1% | No |
| Feb 2020 | $52.4bn | 0.000% | -0.355 pp | -10.0% | No |
| Jan 2020 | $58.4bn | 0.288% | +0.080 pp | -1.0% | No |
| Dec 2019 | $61.0bn | 0.299% | +0.099 pp | +16.4% | Yes |
| Nov 2019 | $63.5bn | 0.320% | +0.119 pp | +12.3% | Yes |
| Oct 2019 | $53.2bn | 0.277% | +0.066 pp | -10.6% | No |
| Sep 2019 | $54.7bn | 0.290% | +0.079 pp | -13.6% | No |
| Aug 2019 | $50.0bn | 0.272% | +0.051 pp | -23.5% | No |
| 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 |
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.