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
+0.153 pp
3M weight contribution
-0.011 pp
12M price return
+49.2%
Share of matched S&P 500 members
Monthly observations through Sep 2025
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 |
|---|---|---|---|---|---|
| Sep 2025 | $173.3bn | 0.347% | +0.153 pp | +49.2% | No |
| Aug 2025 | $174.0bn | 0.361% | +0.158 pp | +49.1% | Yes |
| Jul 2025 | $177.6bn | 0.374% | +0.224 pp | +52.0% | Yes |
| Jun 2025 | $165.8bn | 0.357% | +0.179 pp | +25.6% | Yes |
| May 2025 | $160.5bn | 0.364% | +0.183 pp | +22.2% | Yes |
| Apr 2025 | $147.6bn | 0.354% | +0.078 pp | +11.6% | Yes |
| Mar 2025 | $142.0bn | 0.337% | +0.079 pp | +9.7% | Yes |
| Feb 2025 | $144.2bn | 0.323% | +0.076 pp | +20.8% | Yes |
| Jan 2025 | $106.6bn | 0.237% | -0.004 pp | +33.4% | Yes |
| Dec 2024 | $95.4bn | 0.216% | -0.048 pp | +9.2% | Yes |
| Nov 2024 | $106.6bn | 0.235% | -0.011 pp | +37.0% | Yes |
| Oct 2024 | $91.3bn | 0.215% | -0.013 pp | +38.3% | Yes |
| Sep 2024 | $83.5bn | 0.194% | -0.042 pp | +19.9% | No |
| 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 |
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.