SCHB
SCHWAB U.S. BROAD MARKET ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHB Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 21.83% | 30.06% | 6.82% | 11.50% | 12.20% | 14.61% | 11.80% | 14.40% |
| Sharpe Ratio | 1.74 | 2.08 | 0.57 | 0.63 | 0.94 | 0.74 | 0.93 | 0.79 |
| Max Drawdown | -8.91% | -8.91% | -18.17% | -25.41% | -18.17% | -35.27% | -18.17% | -35.27% |
| % Time Invested | 99.6% | 100.0% | 91.2% | 100.0% | 94.7% | 100.0% | 95.9% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.0 | 0.0 | 2.5 | 0.0 | 2.2 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-15 | Open | Open | 34% | $25.26 | $27.44 | 8.64% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $20.83 | $27.44 | 31.71% | Mark-to-Market |
| 2026-04-08 | Open | Interest | 33% | $1.00 | $1.00 | 0.27% | Mark-to-Market |
| 2025-07-11 | 2026-04-08 | Completed | 33% | $23.84 | $26.16 | 9.73% | Signal |
| 2025-06-27 | 2025-09-15 | Interest | 34% | $1.00 | $1.01 | 0.90% | Interest Income |
| 2025-03-27 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 1.23% | Interest Income |
| 2025-04-30 | 2025-06-27 | Completed | 34% | $20.83 | $23.45 | 12.57% | Signal |
| 2025-04-07 | 2025-04-30 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-14 | 2025-04-07 | Completed | 33% | $17.82 | $18.56 | 4.16% | Stop |
| 2023-04-17 | 2025-04-07 | Completed | 34% | $15.41 | $18.56 | 20.44% | Stop |
| 2024-01-03 | 2025-03-27 | Completed | 33% | $17.85 | $21.62 | 21.12% | Signal |
| 2023-11-06 | 2024-01-03 | Interest | 33% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2023-11-10 | 2023-12-14 | Interest | 33% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $16.39 | $16.30 | -0.57% | Signal |
| 2022-10-27 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 4.01% | Interest Income |
| 2023-01-30 | 2023-11-06 | Completed | 33% | $15.16 | $16.33 | 7.74% | Signal |
| 2022-05-09 | 2023-04-17 | Interest | 34% | $1.00 | $1.03 | 3.20% | Interest Income |
| 2022-02-25 | 2023-01-30 | Interest | 33% | $1.00 | $1.03 | 2.92% | Interest Income |
| 2022-10-20 | 2022-10-27 | Completed | 33% | $13.72 | $14.30 | 4.21% | Signal |
| 2022-09-28 | 2022-10-20 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2022-06-01 | 2022-09-28 | Completed | 33% | $15.34 | $13.57 | -11.56% | Stop |
| 2022-05-09 | 2022-06-01 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-09 | Completed | 34% | $16.57 | $15.00 | -9.47% | Signal |
| 2020-04-01 | 2022-05-09 | Completed | 33% | $8.92 | $15.00 | 68.12% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-11 | 2022-02-25 | Completed | 34% | $12.26 | $15.99 | 30.49% | Stop |
| 2020-06-25 | 2022-02-25 | Completed | 33% | $11.05 | $15.99 | 44.68% | Stop |
| 2020-08-13 | 2020-09-11 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $12.33 | $12.32 | -0.11% | Signal |
| 2020-06-15 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2020-04-08 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2020-03-24 | 2020-06-15 | Completed | 34% | $8.40 | $10.80 | 28.52% | Signal |
| 2020-03-24 | 2020-04-08 | Completed | 33% | $8.40 | $9.60 | 14.26% | Signal |
| 2020-03-10 | 2020-04-01 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-16 | 2020-03-10 | Completed | 33% | $9.36 | $10.25 | 9.53% | Stop |
| 2019-06-20 | 2020-03-02 | Completed | 34% | $10.65 | $10.81 | 1.50% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $10.10 | $10.81 | 7.01% | Stop |
| 2019-01-30 | 2019-06-20 | Interest | 34% | $1.00 | $1.01 | 0.96% | Interest Income |
| 2018-11-28 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2019-01-11 | 2019-01-30 | Completed | 34% | $9.26 | $9.53 | 2.98% | Signal |
| 2018-12-21 | 2019-01-16 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-18 | 2019-01-11 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-12-14 | 2018-12-21 | Completed | 33% | $7.88 | $8.80 | 11.74% | Stop |
| 2016-07-15 | 2018-12-18 | Completed | 34% | $7.42 | $9.14 | 23.24% | Stop |
| 2018-07-09 | 2018-11-28 | Completed | 33% | $9.94 | $9.61 | -3.30% | Signal |
| 2018-05-09 | 2018-07-09 | Interest | 33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2016-05-05 | 2018-05-09 | Completed | 33% | $6.98 | $9.55 | 36.80% | Signal |
| 2016-11-18 | 2016-12-14 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-11-16 | 2016-11-18 | Completed | 33% | $7.54 | $7.59 | 0.72% | Signal |
| 2016-05-17 | 2016-11-16 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2015-10-14 | 2016-07-15 | Interest | 34% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2015-09-17 | 2016-05-17 | Completed | 33% | $6.82 | $7.01 | 2.87% | Signal |
| 2016-01-21 | 2016-05-05 | Interest | 33% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2015-12-28 | 2016-01-21 | Completed | 33% | $6.98 | $6.31 | -9.69% | Stop |
| 2015-08-21 | 2015-12-28 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2015-09-17 | 2015-10-14 | Completed | 34% | $6.82 | $6.82 | 0.08% | Signal |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2012-03-16 | 2015-08-25 | Completed | 34% | $4.46 | $6.68 | 49.71% | Stop |
| 2011-10-27 | 2015-08-25 | Completed | 33% | $4.03 | $6.68 | 65.86% | Stop |
| 2012-09-05 | 2015-08-21 | Completed | 33% | $4.49 | $6.87 | 53.00% | Signal |
| 2012-07-05 | 2012-09-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2011-12-28 | 2012-07-05 | Completed | 33% | $3.99 | $4.36 | 9.23% | Signal |
| 2011-10-25 | 2012-03-16 | Interest | 34% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2011-10-25 | 2011-12-28 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2011-10-25 | 2011-10-27 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
