- ISIN
- US8085242019
- CUSIP
- 808524201
- 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. Large-Cap Total Stock Market Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $72B
Share Price Chart
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Performance
SCHX Performance Chart
Schwab U.S. Large-Cap ETF (SCHX) is up 9.5% since the beginning of the year. SCHX is currently trading at $29 per share. Investors who bought $1,000 worth of SCHX shares 5 years ago would now be looking at an investment worth $1,831.
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Returns By Period
Schwab U.S. Large-Cap ETF (SCHX) has returned 9.45% so far this year and 25.85% over the past 12 months. Looking at the last ten years, SCHX has achieved an annualized return of 15.62%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Schwab U.S. Large-Cap ETF
- 1D
- -0.41%
- 1M
- 0.14%
- YTD
- 9.45%
- 6M
- 8.85%
- 1Y
- 25.85%
- 3Y*
- 21.28%
- 5Y*
- 12.86%
- 10Y*
- 15.62%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
SCHX Monthly Returns History
Based on dividend-adjusted daily data since Nov 3, 2009, SCHX's average daily return is +0.06%, while the average monthly return is +1.23%. At this rate, an investment would double in approximately 4.7 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, SCHX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.23% | -0.66% | -4.98% | 10.34% | 5.20% | -1.31% | 9.45% | ||||||
| 2025 | 2.98% | -1.51% | -5.81% | -0.68% | 6.25% | 5.21% | 2.45% | 2.12% | 3.30% | 2.39% | 0.11% | -0.03% | 17.46% |
| 2024 | 1.47% | 5.40% | 3.21% | -4.08% | 4.65% | 3.46% | 1.42% | 2.29% | 2.11% | -0.78% | 6.46% | -2.65% | 24.88% |
| 2023 | 6.56% | -2.35% | 3.35% | 1.28% | 0.61% | 6.64% | 3.51% | -1.73% | -4.66% | -2.41% | 9.36% | 4.88% | 26.84% |
| 2022 | -5.70% | -2.81% | 3.54% | -9.01% | -0.27% | -8.23% | 9.16% | -3.90% | -9.23% | 7.84% | 5.45% | -5.82% | -19.41% |
| 2021 | -0.80% | 2.84% | 3.82% | 5.39% | 0.55% | 2.48% | 2.29% | 2.90% | -4.63% | 6.91% | -1.27% | 4.05% | 26.81% |
Benchmark Metrics
Schwab U.S. Large-Cap ETF has an annualized alpha of 1.62%, beta of 1.00, and R2 of 0.99 versus S&P 500 Index. Calculated based on daily prices since November 03, 2009.
- This ETF captured 105.82% of S&P 500 Index gains but only 98.11% of its losses - a favorable profile for investors.
- With beta of 1.00 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
- 1.62%
- Beta
- 1.00
- R²
- 0.99
- Upside Capture
- 105.82%
- Downside Capture
- 98.11%
Expense Ratio
SCHX has an expense ratio of 0.03%, which is considered low.
Return for Risk
Risk / Return Rank
SCHX ranks 64 for risk / return — better than 64% 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. Large-Cap ETF (SCHX) 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.
| SCHX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.78 | +0.09 |
| Martin ratioReturn relative to average drawdown | 12.67 | 12.44 | +0.23 |
Dividends
Dividend History
Schwab U.S. Large-Cap 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 | $0.25 | $0.23 | $0.25 | $0.23 | $0.20 | $0.18 | $0.17 | $0.16 |
Dividend yield | 1.02% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab U.S. Large-Cap 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 | $0.07 | $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 | $0.07 | $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 | $0.25 |
| 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. Large-Cap 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. Large-Cap ETF was 34.33%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current Schwab U.S. Large-Cap ETF drawdown is 1.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -34.33%Mar 2020 | 1mo 2d | 4mo 16d | 5mo 18dFeb 2020 - Aug 2020 |
Bear market2022 | -25.41%Oct 2022 | 9mo 18d | 1y 2mo | 1y 11moDec 2021 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.48%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
2011 correction2011 | -19.27%Oct 2011 | 5mo 4d | 4mo 3d | 9mo 7dMay 2011 - Feb 2012 |
2025 selloff2025 | -19.04%Apr 2025 | 1mo 17d | 2mo 19d | 4mo 6dFeb 2025 - Jun 2025 |
Drawdown Indicators
| SCHX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.33% | -56.78% | +22.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -9.10% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -19.04% | -18.90% | -0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -25.43% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.33% | -33.92% | -0.41% |
Current DrawdownCurrent decline from peak | -1.84% | -1.80% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -10.71% | +6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.03% | +0.02% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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