SCHB YTD Return



Start date: 12/29/2023
End date: 12/05/2024
Start price/share: $18.56
End price/share: $23.63
Starting shares: 538.79
Ending shares: 543.90
Dividends reinvested/share: $0.20
SCHB YTD return: 28.52%
Annualized Gain: 30.44%
Starting investment: $10,000.00
Ending investment: $12,852.00


SCHB YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Compare SCHB YTD return (see YTD Return Meaning) versus benchmarks:

YTD Return S&P
YTD Return Dow
YTD Return Nasdaq 100
YTD Return Russell 2000
YTD Return Gold
YTD Return 10 Year Treasury
YTD Return By Sector
YTD Return on $10,000.00
With Dividends Reinvested Into SCHB


Also see: SCHB Average Annual Return
Schwab Strategic Trust is a no-load, open-end management investment company. The trust seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The SCHB YTD return is shown above.

The YTD Return on the SCHB YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether SCHB YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the SCHB YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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Schwab U.S. Broad Market Etf (SCHB) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

SCHC YTD Return
SCHH YTD Return
SCHO YTD Return
SCHP YTD Return
SCHR YTD Return
SCHW YTD Return
SCHZ YTD Return
SCIF YTD Return
SCJ YTD Return
SCM YTD Return
More Financials companies »

 

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