All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+6.93%
2025-07-15 |
7.96 TR
2025-07-15 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+5.95%
2025-07-15 |
10.68 TR
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
+24.59%
2025-07-15 |
373.61 TR
2025-07-15 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
+0.21%
2025-07-15 |
4.964 TR
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+555.14%
+14.67%/yr |
+13.29%/yr
(R2=0.976) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+818.13%
+17.52%/yr |
+16.28%/yr
(R2=0.971) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
+806.78%
+17.41%/yr |
+14.62%/yr
(R2=0.861) |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
+396.43%
+12.37%/yr |
+12.38%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-10-20 |
$65,514.49
2025-07-15 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$91,812.57
2025-07-15 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
$10,000.00
2011-10-20 |
$90,677.83
2025-07-15 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$49,642.51
2025-07-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −0.56% |
−34.33%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × | 0.00% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × | −1.54% |
−51.08%
2020-03-12 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × | −6.42% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||