Expense Ratio History

SCHX expense ratio history

Schwab U.S. Large-Cap ETF

Fund company
Schwab
Type
ETF

0.030%

In basis points
3 basis points
Yearly cost per $10,000
$3
Read on
19 October 2026, from Schwab fund page
Last change
Cut from 0.04% on 29 December 2014

Fee over time

SCHX expense ratio: 0.04% until 29 Dec 2014, then 0.03%; read at 0.030% on 19 Oct 2026.0.00%0.02%0.04%0.06%Sep 2012Feb 2015Jul 2017Dec 2019May 2022Oct 20240.04% before0.03% from 29 Dec 2014
SCHX expense ratio: 0.04% until 29 Dec 2014, then 0.03%; read at 0.030% on 19 Oct 2026.0.00%0.02%0.04%0.06%Sep 2012Jun 2017Mar 20220.04% before0.03% from 29 Dec 2014
Solid line: the fee in effect after each recorded change. Dashed: the fee before it. Dots: prospectuses filed with the SEC and dates we read the fee from a source.

Every figure we've recorded

DateFeeWhat happened
19 Oct 2026 0.030% Read from the sourceTotal expense ratio (no date shown on the page)Source: Schwab fund page
22 Dec 2025 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2025-12-22 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
20 Dec 2024 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2024-12-20 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
27 Dec 2023 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2023-12-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
19 Dec 2022 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2022-12-19 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
17 Dec 2021 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2021-12-17 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
18 Dec 2020 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2020-12-18 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
18 Dec 2019 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2019-12-18 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
14 Dec 2018 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2018-12-14 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
29 Dec 2017 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2017-12-29 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
29 Dec 2016 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2016-12-29 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
30 Dec 2015 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2015-12-30 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
29 Dec 2014 0.03% In the prospectusTotal annual fund operating expenses in the prospectus dated 2014-12-29 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497
29 Dec 2014 0.03% Cut from 0.04% to 0.03%Prospectus date; the new figure appears in this filingSource: Prospectus (form 497) filed with the SEC on 2015-11-24
27 Dec 2013 0.04% In the prospectusTotal annual fund operating expenses in the prospectus dated 2013-12-27 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
28 Dec 2012 0.04% In the prospectusTotal annual fund operating expenses in the prospectus dated 2012-12-28 (form 485BPOS), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 485BPOS
20 Sep 2012 0.04% In the prospectusTotal annual fund operating expenses in the prospectus dated 2012-09-20 (form 497), from SEC bulk data, which rounds to 0.01%Source: SEC EDGAR filing, form 497

What this fee costs

Change the amount, years or return. The estimate keeps the fee at 0.030% and the return steady each year, the same assumptions as the cost example in a fund's prospectus.

$39 in fees over 10 years

After fees, $10,000 grows to $16,241.

Fees paid on $10,000 at 5% a year
AfterFees paid
1 year$3.07
3 years$9.69
5 years$17
10 years$39

How we read this figure

We recorded it as: Total expense ratio (no date shown on the page). The figure is copied exactly as the source shows it, and dated the day we read it.

SEC filings give 15 prospectuses for this share class since 2012. Each one is listed above with a link to the filing.

How we read fees

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