When did SCHW join the S&P 500?

Charles Schwab Corporation joined the S&P 500 index on 1997-06-02.

What sector is SCHW in?

SCHW is in the Financials sector, Investment Banking & Brokerage industry.

SCHW — Charles Schwab Corporation

Name: SCHW Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Investment Banking & Brokerage · Financials

Charles Schwab Corporation is a savings and loan holding company engaged in providing wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services for individual investors, retirement plan services, and other corporate brokerage services for businesses and their employees. The Advisor Services segment provides custody, trading, retirement business and support services, as well as recordkeeping services for independent registered investment advisors, independent retirement advisors, and recordkeepers.

Industry Peers

GS HOOD IBKR MS RJF

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

Key Facts

Status	Active
Sector	Financials
Industry	Investment Banking & Brokerage
Joined	1997-06-02
Tenure	29 yrs

S&P 500 Timeline

1997-06-02Joined S&P 500

Institutional Holdings (13F)

3 institutions hold SCHW, totaling 3.5M shares ($331M) · As of 2026Q1

Rank	Institution	Shares	Value
1	RPTC Inc.	3.5M	$331M
2	Perkins Coie Trust Co	2K	$173205
3	ATMOS ADVISORY, LLC	92	$1977

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10