· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $28.22Day −1.54%1Y +16.5%Off 52W high −3.9%Vol (1Y) 12.7%
Daily closing price, split-adjusted to the current basis; 3y shown of 4,204 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
SCHB is not in the screener universe.
| YTD+8.2% |
| 1Y+16.5% |
| 3Y+64.2% |
| 5Y+69.9% |
| 10Y+280.2% |
| Since incept. (ann.)+14.1% |
Total return through 2026-07-29 · series begins 2009-11-03. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)12.7% |
| Ann. volatility (3Y)15.1% |
| Sharpe (1Y)1.26 |
| Sharpe (3Y)1.19 |
| Max drawdown (1Y)−8.9% |
| Max drawdown (3Y)−19.3% |
| Beta (3Y vs SPY)1.03 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Wealthfront Advisers LLC | 52.6M | $1.3B | — | −1.9% |
| UBS Group AG | 48.5M | $1.2B | — | +3330.4% |
| Betterment LLC | 15.7M | $395M | — | −2.7% |
| REBALANCE, LLC | 15.1M | $379M | — | +0.8% |
| SCS Capital Management LLC | 12.0M | $300M | — | +0.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 11.8M | $297M | — | +300.7% |
| HighTower Advisors, LLC | 9.0M | $225M | — | +3.9% |
| Strid Group, LLC | 8.6M | $217M | — | −0.8% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for SCHB.
