SCHX Performance — Schwab U.S. Large-Cap ETF
Data updated: 2026-07-24
SCHX returned +10.97% year to date and +28.97% over one year to May 2026. Annualised returns are +23.50% over 3 years and +13.47% over 5 years. The fund beat its US Multi-Cap Blend category average: $100 invested three years ago grew to $188, against $147 for the category, and to $129 over one year, against $119. Volatility over the past three years was 13.51% a year. In the 12 months to May 2026 the fund took in a net $3.8B, and assets reached $72.63B.
SCHX Growth of $100
What $100 invested in Schwab U.S. Large-Cap ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | SCHX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $129 | $119 |
| 3 years (Jun 2023 – May 2026) | $188 | $147 |
| 5 years (Jun 2021 – May 2026) | $188 | $136 |
| Since data start (Sep 2019 – May 2026) | $283 | $173 |
SCHX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.97% |
| 1 year | +28.97% |
| 3 years (annualised) | +23.50% |
| 5 years (annualised) | +13.47% |
SCHX Annual Returns
Calendar-year total returns of Schwab U.S. Large-Cap ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +10.97% |
| 2025 | +17.43% |
| 2024 | +24.90% |
| 2023 | +26.85% |
| 2022 | −19.43% |
| 2021 | +26.74% |
| 2020 | +20.89% |
| 2019 (Sep–Dec) | +10.96% |
SCHX 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 | +1.3% | −0.7% | −4.9% | +10.3% | +5.2% | — | — | — | — | — | — | — |
| 2025 | +3.1% | −1.6% | −5.9% | −0.5% | +6.4% | +5.1% | +2.3% | +2.0% | +3.5% | +2.3% | 0.0% | 0.0% |
| 2024 | +1.5% | +5.5% | +3.2% | −4.2% | +4.8% | +3.4% | +1.3% | +2.4% | +2.1% | −0.7% | +6.4% | −2.7% |
| 2023 | +6.6% | −2.4% | +3.4% | +1.3% | +0.6% | +6.7% | +3.5% | −1.8% | −4.7% | −2.4% | +9.4% | +4.8% |
| 2022 | −5.7% | −2.9% | +3.5% | −9.0% | −0.2% | −8.3% | +9.3% | −4.0% | −9.2% | +7.9% | +5.5% | −5.9% |
| 2021 | −0.8% | +2.8% | +3.8% | +5.4% | +0.5% | +2.6% | +2.2% | +2.9% | −4.7% | +7.0% | −1.1% | +3.9% |
| 2020 | +0.2% | −8.2% | −12.9% | +13.1% | +5.2% | +2.2% | +5.8% | +7.4% | −3.7% | −2.5% | +11.7% | +4.1% |
| 2019 | — | — | — | — | — | — | — | — | +1.8% | +2.1% | +3.8% | +2.9% |
SCHX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.51%
- 3-year Sharpe ratio: 1.41 (vs 4.5% risk-free rate)
- Best month: +10.33% (Apr 2026)
- Worst month: −5.85% (Mar 2025)
SCHX Fund Flows
Monthly money in and out of Schwab U.S. Large-Cap ETF, from SEC Form N-PORT.
- 12-month net flow: $3.8B
- 12-month gross sales (incl. reinvestments): $5.5B
- Sales ÷ redemptions: 3.13×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $1.1B | $265.3M | $832.6M |
| Apr 2026 | $495.1M | $66.0M | $429.1M |
| Mar 2026 | $769.9M | $107.3M | $662.7M |
| Feb 2026 | $327.5M | $160.4M | $167.2M |
| Jan 2026 | $289.9M | $24.6M | $265.3M |
| Dec 2025 | $656.8M | $30.9M | $625.9M |
| Nov 2025 | $366.9M | $134.3M | $232.6M |
| Oct 2025 | $235.7M | $106.7M | $129.1M |
| Sep 2025 | $368.0M | $136.9M | $231.1M |
| Aug 2025 | $440.0M | $143.8M | $296.2M |
| Jul 2025 | $350.8M | $104.1M | $246.7M |
| Jun 2025 | $129.3M | $484.8M | −$355.5M |
SCHX Assets Under Management
Net assets of Schwab U.S. Large-Cap ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $72.63B |
| 2026-02-28 | $64.14B |
| 2025-11-30 | $62.89B |
| 2025-08-31 | $58.96B |
| 2025-05-31 | $53.74B |
| 2025-02-28 | $52.64B |
| 2024-11-30 | $52.87B |
| 2024-08-31 | $44.97B |
| 2024-05-31 | $41.62B |
| 2024-02-29 | $38.86B |
| 2023-11-30 | $35.11B |
| 2023-08-31 | $34.02B |
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.