SCHX
SCHWAB U.S. LARGE-CAP ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
SCHX Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 20.92% | 29.40% | 7.01% | 12.05% | 12.98% | 14.99% | 12.39% | 14.68% |
| Sharpe Ratio | 1.69 | 2.06 | 0.58 | 0.67 | 0.99 | 0.77 | 0.98 | 0.81 |
| Max Drawdown | -9.03% | -9.03% | -17.95% | -25.40% | -17.95% | -34.33% | -17.95% | -34.33% |
| % Time Invested | 99.6% | 100.0% | 91.5% | 100.0% | 94.8% | 100.0% | 96.0% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.2 | 0.0 | 2.6 | 0.0 | 2.3 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2025-09-10 | Open | Open | 34% | $25.70 | $28.02 | 9.04% | Mark-to-Market |
| 2025-04-30 | Open | Open | 33% | $21.39 | $28.02 | 30.99% | Mark-to-Market |
| 2026-04-01 | Open | Interest | 33% | $1.00 | $1.00 | 0.34% | Mark-to-Market |
| 2025-07-11 | 2026-04-01 | Completed | 33% | $24.46 | $25.78 | 5.40% | Signal |
| 2025-07-21 | 2025-09-10 | Interest | 34% | $1.00 | $1.01 | 0.60% | Interest Income |
| 2025-04-30 | 2025-07-21 | Completed | 34% | $21.39 | $24.70 | 15.46% | Signal |
| 2025-05-06 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2025-05-01 | 2025-05-06 | Completed | 33% | $21.89 | $21.81 | -0.41% | Signal |
| 2025-03-31 | 2025-05-01 | Interest | 33% | $1.00 | $1.00 | 0.37% | Interest Income |
| 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 |
| 2023-12-11 | 2025-04-07 | Completed | 33% | $17.60 | $19.06 | 8.27% | Stop |
| 2023-04-18 | 2025-04-07 | Completed | 34% | $15.72 | $19.06 | 21.27% | Stop |
| 2024-01-02 | 2025-03-31 | Completed | 33% | $18.17 | $21.45 | 18.05% | Signal |
| 2023-11-07 | 2024-01-02 | Interest | 33% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2023-11-10 | 2023-12-11 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2023-11-08 | 2023-11-10 | Completed | 33% | $16.70 | $16.61 | -0.50% | Signal |
| 2022-11-02 | 2023-11-08 | Interest | 33% | $1.00 | $1.04 | 3.94% | Interest Income |
| 2023-01-30 | 2023-11-07 | Completed | 33% | $15.23 | $16.61 | 9.05% | Signal |
| 2022-05-10 | 2023-04-18 | 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 |
| 2022-10-24 | 2022-11-02 | Completed | 33% | $14.13 | $14.45 | 2.27% | Signal |
| 2022-09-30 | 2022-10-24 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2022-06-02 | 2022-09-30 | Completed | 33% | $15.28 | $13.63 | -10.81% | Stop |
| 2022-05-10 | 2022-06-02 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-03-21 | 2022-05-10 | Completed | 34% | $16.71 | $15.07 | -9.80% | Stop |
| 2020-04-01 | 2022-05-10 | Completed | 33% | $9.01 | $15.07 | 67.36% | Stop |
| 2022-02-25 | 2022-03-21 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-09-09 | 2022-02-25 | Completed | 34% | $12.45 | $16.12 | 29.44% | Stop |
| 2020-06-25 | 2022-02-25 | Completed | 33% | $11.16 | $16.12 | 44.40% | Stop |
| 2020-08-13 | 2020-09-09 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-08-11 | 2020-08-13 | Completed | 34% | $12.42 | $12.42 | 0.04% | Signal |
| 2020-06-25 | 2020-08-11 | Interest | 34% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2020-04-09 | 2020-06-25 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-03-24 | 2020-06-25 | Completed | 34% | $8.56 | $11.16 | 30.50% | Signal |
| 2020-03-24 | 2020-04-09 | Completed | 33% | $8.56 | $10.10 | 18.03% | 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% | $9.29 | $10.33 | 11.20% | Stop |
| 2019-06-18 | 2020-03-02 | Completed | 34% | $10.43 | $10.84 | 3.90% | Stop |
| 2019-03-28 | 2020-03-02 | Completed | 33% | $10.04 | $10.84 | 7.96% | Stop |
| 2019-04-10 | 2019-06-18 | Interest | 34% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2019-04-08 | 2019-04-10 | Completed | 34% | $10.32 | $10.31 | -0.12% | Signal |
| 2019-02-05 | 2019-04-08 | Interest | 34% | $1.00 | $1.00 | 0.44% | Interest Income |
| 2018-11-30 | 2019-03-28 | Interest | 33% | $1.00 | $1.01 | 0.84% | Interest Income |
| 2019-01-11 | 2019-02-05 | Completed | 34% | $9.19 | $9.72 | 5.84% | 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 |
| 2016-09-27 | 2018-12-21 | Completed | 33% | $7.29 | $8.76 | 20.26% | Stop |
| 2016-07-13 | 2018-12-18 | Completed | 34% | $7.28 | $9.09 | 24.84% | Stop |
| 2018-07-11 | 2018-11-30 | Completed | 33% | $9.80 | $9.69 | -1.08% | Signal |
| 2018-05-09 | 2018-07-11 | Interest | 33% | $1.00 | $1.00 | 0.49% | Interest Income |
| 2016-05-04 | 2018-05-09 | Completed | 33% | $6.89 | $9.41 | 36.59% | Signal |
| 2016-05-25 | 2016-09-27 | Interest | 33% | $1.00 | $1.01 | 0.54% | Interest Income |
| 2015-10-13 | 2016-07-13 | Interest | 34% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2015-09-17 | 2016-05-25 | Completed | 33% | $6.69 | $7.01 | 4.69% | Signal |
| 2016-01-21 | 2016-05-04 | Interest | 33% | $1.00 | $1.01 | 0.52% | Interest Income |
| 2015-12-23 | 2016-01-21 | Completed | 33% | $6.89 | $6.25 | -9.32% | Stop |
| 2015-08-21 | 2015-12-23 | Interest | 33% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2015-09-17 | 2015-10-13 | Completed | 34% | $6.69 | $6.73 | 0.61% | 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% | $4.39 | $6.60 | 50.40% | Stop |
| 2011-10-27 | 2015-08-25 | Completed | 33% | $3.95 | $6.60 | 67.35% | Stop |
| 2012-09-04 | 2015-08-21 | Completed | 33% | $4.42 | $6.77 | 53.19% | Signal |
| 2012-07-06 | 2012-09-04 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2011-12-28 | 2012-07-06 | Completed | 33% | $3.93 | $4.25 | 8.14% | 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
