- ISIN
- US8085241029
- CUSIP
- 808524102
- Issuer
- Charles Schwab
- Inception Date
- Nov 3, 2009
- Region
- North America (U.S.)
- Category
- Large Cap Blend Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Dow Jones U.S. Broad Stock Market Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $43B
Share Price Chart
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Performance
SCHB Performance Chart
Schwab U.S. Broad Market ETF (SCHB) is up 10.9% since the beginning of the year. SCHB is currently trading at $29 per share. Investors who bought $1,000 worth of SCHB shares 5 years ago would now be looking at an investment worth $1,816.
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Returns By Period
Schwab U.S. Broad Market ETF (SCHB) has returned 10.86% so far this year and 26.37% over the past 12 months. Looking at the last ten years, SCHB has achieved an annualized return of 15.15%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
Schwab U.S. Broad Market ETF
- 1D
- -0.65%
- 1M
- 2.04%
- YTD
- 10.86%
- 6M
- 11.46%
- 1Y
- 26.37%
- 3Y*
- 20.71%
- 5Y*
- 12.67%
- 10Y*
- 15.15%
Benchmark (S&P 500 Index)
- 1D
- -0.57%
- 1M
- 1.39%
- YTD
- 9.73%
- 6M
- 10.46%
- 1Y
- 24.50%
- 3Y*
- 19.43%
- 5Y*
- 12.21%
- 10Y*
- 13.75%
SCHB Monthly Returns History
Based on dividend-adjusted daily data since Nov 3, 2009, SCHB's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, an investment would double in approximately 4.8 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +13.3%, while the worst month was Mar 2020 at -13.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SCHB closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.8%, while the worst single day was Mar 16, 2020 at -12.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.60% | -0.60% | -4.99% | 10.48% | 5.19% | -0.58% | 10.86% | ||||||
| 2025 | 2.91% | -1.88% | -5.79% | -0.84% | 6.42% | 5.20% | 2.27% | 2.34% | 3.39% | 2.22% | 0.15% | -0.03% | 16.94% |
| 2024 | 1.10% | 5.38% | 3.25% | -4.34% | 4.78% | 3.08% | 1.83% | 2.09% | 2.09% | -0.74% | 6.72% | -3.02% | 23.93% |
| 2023 | 6.87% | -2.30% | 2.65% | 1.07% | 0.52% | 6.74% | 3.62% | -1.92% | -4.77% | -2.71% | 9.42% | 5.34% | 26.16% |
| 2022 | -6.07% | -2.44% | 3.39% | -9.18% | -0.14% | -8.36% | 9.37% | -3.85% | -9.27% | 8.12% | 5.24% | -5.78% | -19.46% |
| 2021 | -0.41% | 3.18% | 3.74% | 5.08% | 0.39% | 2.52% | 1.79% | 2.84% | -4.54% | 6.78% | -1.44% | 3.80% | 25.84% |
Benchmark Metrics
Schwab U.S. Broad Market ETF has an annualized alpha of 1.40%, beta of 1.01, and R2 of 0.99 versus S&P 500 Index. Calculated based on daily prices since November 03, 2009.
- This ETF captured 105.93% of S&P 500 Index gains but only 98.81% of its losses - a favorable profile for investors.
- With beta of 1.01 and R2 of 0.99, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.40%
- Beta
- 1.01
- R²
- 0.99
- Upside Capture
- 105.93%
- Downside Capture
- 98.81%
Expense Ratio
SCHB has an expense ratio of 0.03%, which is considered low.
Return for Risk
Risk / Return Rank
SCHB ranks 69 for risk / return — better than 69% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Schwab U.S. Broad Market ETF (SCHB) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCHB | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.36 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.97 | 2.71 | +0.27 |
| Martin ratioReturn relative to average drawdown | 13.29 | 12.15 | +1.14 |
Dividends
Dividend History
Schwab U.S. Broad Market ETF provided a 1.02% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.29 | $0.28 | $0.26 | $0.24 | $0.23 | $0.25 | $0.23 | $0.20 | $0.18 | $0.17 | $0.16 |
Dividend yield | 1.02% | 1.11% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.00% | 1.65% | 1.86% | 2.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab U.S. Broad Market ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.07 | ||||||
| 2025 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.29 |
| 2024 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.28 |
| 2023 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.26 |
| 2022 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.24 |
| 2021 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab U.S. Broad Market ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab U.S. Broad Market ETF was 35.27%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Schwab U.S. Broad Market ETF drawdown is 1.09%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -35.27%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 |
Bear market2022 | -25.41%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -20.19%Dec 2018 | 3mo 4d | 4mo | 7mo 4dSep 2018 - Apr 2019 |
2011 bear market2011 | -20.09%Oct 2011 | 5mo 4d | 4mo 8d | 9mo 12dMay 2011 - Feb 2012 |
2025 selloff2025 | -19.34%Apr 2025 | 1mo 17d | 2mo 20d | 4mo 7dFeb 2025 - Jun 2025 |
Drawdown Indicators
| SCHB | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.27% | -56.78% | +21.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -9.10% | +0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -19.34% | -18.90% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -25.43% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.27% | -33.92% | -1.35% |
Current DrawdownCurrent decline from peak | -1.09% | -1.29% | +0.20% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -10.72% | +6.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.02% | -0.03% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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