SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 13.88% | 29.24% | 7.22% | 13.74% | 15.55% | 18.33% | 14.20% | 17.32% |
| Sharpe Ratio | 1.01 | 1.59 | 0.49 | 0.58 | 0.97 | 0.78 | 0.94 | 0.82 |
| Max Drawdown | -12.17% | -16.41% | -23.14% | -34.59% | -23.14% | -34.59% | -23.14% | -34.59% |
| % Time Invested | 96.8% | 100.0% | 89.7% | 100.0% | 93.7% | 100.0% | 94.7% | 100.0% |
| Trades / Year | 4.0 | 0.0 | 4.8 | 0.0 | 3.9 | 0.0 | 3.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 33% | $32.60 | $32.70 | 0.31% | Mark-to-Market |
| 2026-04-15 | Open | Open | 34% | $31.65 | $32.70 | 3.32% | Mark-to-Market |
| 2026-04-21 | Open | Interest | 33% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-04-10 | 2026-04-21 | Completed | 33% | $30.53 | $32.64 | 6.91% | Signal |
| 2026-03-23 | 2026-04-15 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-02-27 | 2026-04-10 | Interest | 33% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 33% | $24.22 | $28.42 | 17.34% | Stop |
| 2025-09-10 | 2026-03-23 | Completed | 34% | $31.18 | $29.73 | -4.64% | Stop |
| 2025-07-09 | 2026-02-27 | Completed | 33% | $29.19 | $30.53 | 4.61% | Signal |
| 2025-07-22 | 2025-09-10 | Interest | 34% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2025-05-01 | 2025-07-22 | Completed | 34% | $25.77 | $29.76 | 15.45% | Signal |
| 2025-04-04 | 2025-07-09 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2025-04-08 | 2025-05-01 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-24 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | Completed | 34% | $24.78 | $23.50 | -5.14% | Stop |
| 2025-04-02 | 2025-04-04 | Completed | 33% | $24.78 | $23.17 | -6.47% | Signal |
| 2025-03-11 | 2025-04-02 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-11 | 2025-04-02 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-12-05 | 2025-04-01 | Completed | 33% | $19.47 | $24.84 | 27.59% | Stop |
| 2024-08-28 | 2025-03-11 | Completed | 33% | $25.27 | $24.91 | -1.41% | Stop |
| 2024-08-28 | 2025-03-11 | Completed | 34% | $25.27 | $24.91 | -1.41% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 33% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-06 | 2024-08-28 | Interest | 34% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-28 | 2024-08-06 | Completed | 33% | $20.68 | $23.17 | 12.05% | Stop |
| 2023-05-11 | 2024-08-06 | Completed | 34% | $16.48 | $23.17 | 40.61% | Stop |
| 2023-12-05 | 2023-12-28 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2023-11-10 | 2023-12-05 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-02-23 | 2023-12-05 | Completed | 33% | $15.09 | $19.47 | 28.99% | Signal |
| 2023-11-07 | 2023-11-10 | Completed | 33% | $18.66 | $18.78 | 0.65% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 33% | $18.99 | $18.73 | -1.34% | Signal |
| 2023-07-24 | 2023-09-06 | Interest | 33% | $1.00 | $1.00 | 0.50% | Interest Income |
| 2023-07-20 | 2023-07-24 | Completed | 33% | $19.14 | $18.89 | -1.26% | Signal |
| 2023-01-20 | 2023-07-20 | Interest | 33% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2023-01-20 | 2023-05-11 | Interest | 34% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2023-01-20 | 2023-02-23 | Interest | 33% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $14.47 | $14.19 | -1.91% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 34% | $14.47 | $14.19 | -1.91% | Signal |
| 2023-01-18 | 2023-01-20 | Completed | 33% | $14.47 | $14.19 | -1.91% | Signal |
| 2022-11-07 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 0.69% | Interest Income |
| 2022-09-23 | 2023-01-18 | Interest | 33% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2022-04-26 | 2023-01-18 | Interest | 34% | $1.00 | $1.02 | 2.42% | Interest Income |
| 2022-10-04 | 2022-11-07 | Completed | 33% | $14.33 | $13.63 | -4.91% | Signal |
| 2022-02-23 | 2022-10-04 | Interest | 33% | $1.00 | $1.02 | 1.74% | Interest Income |
| 2022-05-25 | 2022-09-23 | Completed | 33% | $14.36 | $14.21 | -1.04% | Stop |
| 2022-05-03 | 2022-05-25 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-03 | Completed | 33% | $17.91 | $16.12 | -10.01% | Stop |
| 2022-02-15 | 2022-04-26 | Completed | 34% | $17.90 | $16.59 | -7.31% | Stop |
| 2022-02-15 | 2022-02-23 | Completed | 33% | $17.90 | $17.18 | -3.99% | Signal |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-24 | 2022-02-15 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 33% | $8.84 | $17.29 | 95.56% | Stop |
| 2020-06-29 | 2022-01-24 | Completed | 33% | $12.02 | $17.14 | 42.60% | Stop |
| 2020-03-24 | 2022-01-24 | Completed | 34% | $8.84 | $17.14 | 93.85% | Stop |
| 2020-06-05 | 2020-06-29 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-03 | 2020-06-05 | Completed | 33% | $12.08 | $12.15 | 0.56% | Signal |
| 2020-04-24 | 2020-06-03 | Interest | 33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-03-24 | 2020-04-24 | Completed | 33% | $8.84 | $10.69 | 20.87% | Signal |
| 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 |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-06-17 | 2020-03-02 | Completed | 34% | $9.84 | $10.93 | 11.10% | Stop |
| 2019-03-27 | 2020-03-02 | Completed | 33% | $9.48 | $10.93 | 15.30% | Stop |
| 2019-01-15 | 2020-03-02 | Completed | 33% | $8.57 | $10.93 | 27.59% | Stop |
| 2019-04-10 | 2019-06-17 | Interest | 34% | $1.00 | $1.00 | 0.43% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 34% | $9.76 | $9.77 | 0.09% | Signal |
| 2019-02-14 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.37% | Interest Income |
| 2018-11-29 | 2019-03-27 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2019-01-17 | 2019-02-14 | Completed | 34% | $8.67 | $9.18 | 5.92% | Signal |
| 2018-12-24 | 2019-01-17 | Interest | 34% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-20 | 2019-01-15 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-11-21 | 2018-12-24 | Completed | 34% | $8.64 | $7.82 | -9.42% | Stop |
| 2017-02-01 | 2018-12-20 | Completed | 33% | $6.82 | $8.21 | 20.44% | Stop |
| 2018-11-21 | 2018-11-29 | Completed | 33% | $8.64 | $8.99 | 4.13% | Signal |
| 2018-10-30 | 2018-11-21 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-10-30 | 2018-11-21 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2016-08-01 | 2018-10-30 | Completed | 34% | $6.43 | $8.64 | 34.51% | Stop |
| 2016-05-11 | 2018-10-30 | Completed | 33% | $6.12 | $8.64 | 41.32% | Stop |
| 2016-07-12 | 2017-02-01 | Interest | 33% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2015-11-20 | 2016-08-01 | Interest | 34% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2016-03-03 | 2016-07-12 | Completed | 33% | $5.87 | $6.30 | 7.31% | Signal |
| 2016-01-21 | 2016-05-11 | Interest | 33% | $1.00 | $1.01 | 0.56% | Interest Income |
| 2016-02-09 | 2016-03-03 | Interest | 33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2015-09-17 | 2016-02-09 | Completed | 33% | $6.11 | $5.32 | -12.90% | Stop |
| 2015-12-30 | 2016-01-21 | Completed | 33% | $6.24 | $5.56 | -10.89% | Stop |
| 2015-08-25 | 2015-12-30 | Interest | 33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2015-09-17 | 2015-11-20 | Completed | 34% | $6.11 | $6.31 | 3.33% | 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 |
| 2012-09-11 | 2015-08-25 | Completed | 33% | $3.86 | $5.85 | 51.62% | Stop |
| 2012-03-16 | 2015-08-25 | Completed | 34% | $3.79 | $5.85 | 54.37% | Stop |
| 2011-12-27 | 2015-08-25 | Completed | 33% | $3.30 | $5.85 | 77.10% | Stop |
| 2012-07-06 | 2012-09-11 | Interest | 33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2011-12-30 | 2012-07-06 | Completed | 33% | $3.29 | $3.63 | 10.37% | Signal |
| 2012-01-17 | 2012-03-16 | Interest | 34% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2012-01-12 | 2012-01-17 | Completed | 34% | $3.41 | $3.43 | 0.75% | Signal |
| 2011-12-22 | 2012-01-12 | Interest | 34% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2011-12-22 | 2011-12-30 | Interest | 33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2011-12-22 | 2011-12-27 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
