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
0.347%
12M weight contribution
+0.071 pp
3M weight contribution
+0.018 pp
12M price return
+60.2%
Share of matched S&P 500 members
Monthly observations through Dec 2021
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 2021 | $108.4bn | 0.347% | +0.071 pp | +60.2% | Yes |
| Nov 2021 | $99.7bn | 0.337% | +0.070 pp | +60.3% | Yes |
| Oct 2021 | $105.7bn | 0.353% | +0.102 pp | +102.0% | Yes |
| Sep 2021 | $93.9bn | 0.330% | +0.329 pp | +103.5% | Yes |
| Aug 2021 | $93.9bn | 0.314% | +0.314 pp | +107.5% | Yes |
| Jul 2021 | $87.6bn | 0.300% | +0.300 pp | +108.1% | Yes |
| Jun 2021 | $93.8bn | 0.331% | +0.331 pp | +119.1% | Yes |
| May 2021 | $95.2bn | 0.341% | +0.341 pp | +108.8% | Yes |
| Apr 2021 | $90.7bn | 0.329% | +0.057 pp | +90.0% | Yes |
| Mar 2021 | $84.0bn | 0.164% | +0.164 pp | +97.3% | No |
| Feb 2021 | $79.5bn | 0.159% | +0.159 pp | +54.2% | No |
| Jan 2021 | $66.4bn | 0.159% | -0.129 pp | +15.2% | Yes |
| 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 |
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.