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
0.203%
12M weight contribution
-0.040 pp
3M weight contribution
+0.022 pp
12M price return
+11.8%
Share of matched S&P 500 members
Monthly observations through Aug 2024
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 2024 | $83.9bn | 0.203% | -0.040 pp | +11.8% | No |
| Jul 2024 | $84.0bn | 0.151% | -0.035 pp | +0.2% | No |
| Jun 2024 | $95.0bn | 0.178% | +0.009 pp | +32.1% | No |
| May 2024 | $94.4bn | 0.181% | +0.013 pp | +41.3% | No |
| Apr 2024 | $95.3bn | 0.276% | +0.049 pp | +44.1% | Yes |
| Mar 2024 | $93.2bn | 0.259% | +0.028 pp | +40.6% | Yes |
| Feb 2024 | $86.1bn | 0.247% | -0.106 pp | -12.8% | Yes |
| Jan 2024 | $81.1bn | 0.241% | -0.100 pp | -17.4% | No |
| Dec 2023 | $88.7bn | 0.264% | -0.123 pp | -16.0% | Yes |
| Nov 2023 | $79.0bn | 0.246% | -0.115 pp | -24.5% | Yes |
| Oct 2023 | $67.1bn | 0.228% | -0.136 pp | -33.7% | Yes |
| Sep 2023 | $70.7bn | 0.236% | -0.128 pp | -22.5% | Yes |
| 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 |
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.