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
0.243%
12M weight contribution
-0.084 pp
3M weight contribution
+0.075 pp
12M price return
-15.4%
Share of matched S&P 500 members
Monthly observations through Aug 2023
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 |
|---|---|---|---|---|---|
| Aug 2023 | $76.2bn | 0.243% | -0.084 pp | -15.4% | Yes |
| Jul 2023 | $85.2bn | 0.186% | -0.120 pp | -2.9% | No |
| Jun 2023 | $73.0bn | 0.169% | -0.148 pp | -9.0% | No |
| May 2023 | $67.9bn | 0.168% | -0.158 pp | -23.8% | No |
| Apr 2023 | $67.3bn | 0.227% | -0.082 pp | -20.3% | No |
| Mar 2023 | $67.5bn | 0.230% | -0.135 pp | -37.1% | No |
| Feb 2023 | $100.4bn | 0.353% | -0.025 pp | -6.6% | No |
| Jan 2023 | $99.8bn | 0.341% | -0.039 pp | -10.7% | No |
| Dec 2022 | $107.3bn | 0.387% | +0.040 pp | +0.1% | Yes |
| Nov 2022 | $106.4bn | 0.361% | +0.024 pp | +7.8% | Yes |
| Oct 2022 | $102.7bn | 0.364% | +0.011 pp | -1.8% | Yes |
| Sep 2022 | $92.6bn | 0.364% | +0.034 pp | -0.3% | Yes |
| Aug 2022 | $91.4bn | 0.327% | +0.013 pp | -1.6% | Yes |
| Jul 2022 | $89.0bn | 0.306% | +0.006 pp | +2.6% | No |
| Jun 2022 | $81.4bn | 0.317% | -0.015 pp | -12.4% | No |
| May 2022 | $90.3bn | 0.325% | -0.016 pp | -4.1% | No |
| Apr 2022 | $85.5bn | 0.309% | -0.020 pp | -4.9% | No |
| Mar 2022 | $108.6bn | 0.366% | +0.201 pp | +30.6% | Yes |
| Feb 2022 | $108.8bn | 0.378% | +0.219 pp | +38.1% | Yes |
| Jan 2022 | $113.0bn | 0.380% | +0.221 pp | +72.0% | Yes |
| 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 |
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.