SCHB Performance — Schwab U.S. Broad Market ETF
Data updated: 2026-07-24
SCHB returned +11.47% year to date and +29.76% over one year to May 2026. Annualised returns are +23.27% over 3 years and +12.93% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $187, against $165 for the category, and to $130 over one year, against $122. Volatility over the past three years was 13.77% a year. In the 12 months to May 2026 the fund took in a net $1.2B, and assets reached $43.31B.
SCHB Growth of $100
What $100 invested in Schwab U.S. Broad Market ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | SCHB | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $130 | $122 |
| 3 years (Jun 2023 – May 2026) | $187 | $165 |
| 5 years (Jun 2021 – May 2026) | $184 | $164 |
| Since data start (Sep 2019 – May 2026) | $277 | $229 |
SCHB Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.47% |
| 1 year | +29.76% |
| 3 years (annualised) | +23.27% |
| 5 years (annualised) | +12.93% |
SCHB Annual Returns
Calendar-year total returns of Schwab U.S. Broad Market ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +11.47% |
| 2025 | +17.06% |
| 2024 | +23.86% |
| 2023 | +26.13% |
| 2022 | −19.47% |
| 2021 | +25.76% |
| 2020 | +20.77% |
| 2019 (Sep–Dec) | +10.90% |
SCHB Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | −0.6% | −5.0% | +10.4% | +5.2% | — | — | — | — | — | — | — |
| 2025 | +3.1% | −1.9% | −5.9% | −0.7% | +6.4% | +5.1% | +2.3% | +2.3% | +3.5% | +2.2% | +0.1% | 0.0% |
| 2024 | +1.1% | +5.4% | +3.2% | −4.4% | +4.7% | +3.1% | +1.8% | +2.1% | +2.1% | −0.7% | +6.6% | −3.0% |
| 2023 | +6.9% | −2.3% | +2.7% | +1.0% | +0.4% | +6.8% | +3.6% | −1.9% | −4.8% | −2.7% | +9.4% | +5.3% |
| 2022 | −6.0% | −2.5% | +3.2% | −9.0% | −0.2% | −8.4% | +9.4% | −3.8% | −9.3% | +8.2% | +5.3% | −5.9% |
| 2021 | −0.4% | +3.2% | +3.5% | +5.2% | +0.4% | +2.5% | +1.8% | +2.9% | −4.5% | +6.8% | −1.4% | +3.8% |
| 2020 | −0.1% | −8.2% | −13.8% | +13.2% | +5.4% | +2.3% | +5.7% | +7.2% | −3.7% | −2.1% | +12.2% | +4.5% |
| 2019 | — | — | — | — | — | — | — | — | +1.7% | +2.1% | +3.8% | +2.9% |
SCHB Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.77%
- 3-year Sharpe ratio: 1.36 (vs 4.5% risk-free rate)
- Best month: +10.43% (Apr 2026)
- Worst month: −5.91% (Mar 2025)
SCHB Fund Flows
Monthly money in and out of Schwab U.S. Broad Market ETF, from SEC Form N-PORT.
- 12-month net flow: $1.2B
- 12-month gross sales (incl. reinvestments): $1.6B
- Sales ÷ redemptions: 4.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $193.6M | $2.9M | $190.7M |
| Apr 2026 | $217.1M | $11.0M | $206.1M |
| Mar 2026 | $235.8M | $0 | $235.8M |
| Feb 2026 | $108.5M | $0 | $108.5M |
| Jan 2026 | $138.8M | $95.8M | $43.0M |
| Dec 2025 | $158.9M | $146.2M | $12.7M |
| Nov 2025 | $48.6M | $47.6M | $982K |
| Oct 2025 | $66.9M | $16.8M | $50.1M |
| Sep 2025 | $111.9M | $12.7M | $99.2M |
| Aug 2025 | $100.4M | $20.1M | $80.3M |
| Jul 2025 | $168.4M | $7.3M | $161.1M |
| Jun 2025 | $41.8M | $0 | $41.8M |
SCHB Assets Under Management
Net assets of Schwab U.S. Broad Market ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $43.31B |
| 2026-02-28 | $38.70B |
| 2025-11-30 | $38.28B |
| 2025-08-31 | $36.12B |
| 2025-05-31 | $32.68B |
| 2025-02-28 | $32.91B |
| 2024-11-30 | $33.41B |
| 2024-08-31 | $30.66B |
| 2024-05-31 | $28.42B |
| 2024-02-29 | $27.01B |
| 2023-11-30 | $23.81B |
| 2023-08-31 | $23.46B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.