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
0.319%
12M weight contribution
-0.055 pp
3M weight contribution
+0.102 pp
12M price return
+9.1%
Share of matched S&P 500 members
Monthly observations through Jul 2026
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 |
|---|---|---|---|---|---|
| Jul 2026 | $183.0bn | 0.319% | -0.055 pp | +9.1% | Yes |
| Jun 2026 | $160.5bn | 0.279% | -0.079 pp | +2.4% | Yes |
| May 2026 | $151.9bn | 0.263% | -0.100 pp | +0.1% | No |
| Apr 2026 | $160.6bn | 0.218% | -0.137 pp | +14.0% | No |
| Mar 2026 | $164.7bn | 0.240% | -0.097 pp | +21.5% | No |
| Feb 2026 | $166.8bn | 0.229% | -0.094 pp | +21.2% | No |
| Jan 2026 | $184.7bn | 0.353% | +0.116 pp | +27.2% | Yes |
| Dec 2025 | $177.5bn | 0.348% | +0.131 pp | +36.6% | No |
| Nov 2025 | $164.8bn | 0.324% | +0.088 pp | +13.4% | No |
| Oct 2025 | $171.6bn | 0.336% | +0.122 pp | +35.2% | No |
| 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 |
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.