All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Fri 2025-08-08 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+9.40%
2025-08-08 |
8.144 TR
2025-08-08 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+9.26%
2025-08-08 |
11.02 TR
2025-08-08 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
+32.40%
2025-08-08 |
397.06 TR
2025-08-08 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
+0.25%
2025-08-08 |
4.966 TR
2025-08-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+570.30%
+14.78%/yr |
+13.31%/yr
(R2=0.976) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+846.79%
+17.69%/yr |
+16.31%/yr
(R2=0.971) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
+863.63%
+17.84%/yr |
+14.63%/yr
(R2=0.863) |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
+396.61%
+12.31%/yr |
+12.35%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-10-20 |
$67,030.05
2025-08-08 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$94,678.80
2025-08-08 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHW × |
$10,000.00
2011-10-20 |
$96,363.06
2025-08-08 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$49,660.98
2025-08-08 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-08-08 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −0.12% |
−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 × | −1.23% |
−51.08%
2020-03-12 |
||||
Charles Schwab Corp NYSE Common Stock | ||||||
SCHD × | −6.39% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||