SCHD SCHWAB U.S. DIVIDEND EQUITY ETF
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:

SCHD Quality Metrics & KPI Summary

Metric1Y5Y10YFull History
StrategyB&HStrategyB&HStrategyB&HStrategyB&H
CAGR20.11%26.19%3.60%8.51%9.04%12.66%9.09%12.70%
Sharpe Ratio2.292.040.430.570.930.710.980.77
Max Drawdown-4.10%-4.61%-15.22%-16.84%-15.22%-33.37%-15.22%-33.37%
% Time Invested99.6%100.0%91.7%100.0%93.8%100.0%93.6%100.0%
Trades / Year6.00.08.80.08.30.08.60.0

Trade History

Entry DateExit DateTypeAllocationEntry PriceExit PriceNet Return %Exit Reason
2025-12-16 Pending Pending Sell 34% $27.50 Signal
2026-04-09 Open Open 33% $30.79 $31.45 2.14% Mark-to-Market
2026-01-12 Open Open 33% $28.33 $31.45 11.01% Mark-to-Market
2026-03-11 2026-04-09 Interest 33% $1.00 $1.00 0.34% Interest Income
2025-11-19 2026-03-11 Completed 33% $26.53 $30.59 15.30% Signal
2025-12-09 2026-01-12 Interest 33% $1.00 $1.00 0.36% Interest Income
2025-10-24 2025-12-16 Interest 34% $1.00 $1.01 0.58% Interest Income
2025-08-14 2025-12-09 Completed 33% $26.52 $27.06 2.03% Signal
2025-10-15 2025-11-19 Interest 33% $1.00 $1.00 0.40% Interest Income
2025-06-23 2025-10-24 Completed 34% $25.78 $26.67 3.43% Signal
2025-10-09 2025-10-15 Completed 33% $26.70 $26.41 -1.07% Signal
2025-09-17 2025-10-09 Interest 33% $1.00 $1.00 0.26% Interest Income
2025-08-21 2025-09-17 Completed 33% $26.71 $26.67 -0.15% Signal
2025-07-30 2025-08-21 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-02-19 2025-08-14 Interest 33% $1.00 $1.02 2.08% Interest Income
2025-04-30 2025-07-30 Completed 33% $24.83 $26.42 6.39% Signal
2025-04-08 2025-06-23 Interest 34% $1.00 $1.01 0.87% Interest Income
2025-03-17 2025-04-30 Interest 33% $1.00 $1.01 0.52% Interest Income
2025-03-07 2025-04-08 Completed 34% $26.75 $24.49 -8.42% Stop
2025-03-10 2025-03-17 Completed 33% $27.02 $26.36 -2.44% Signal
2025-02-13 2025-03-10 Interest 33% $1.00 $1.00 0.27% Interest Income
2025-01-06 2025-03-07 Interest 34% $1.00 $1.01 0.72% Interest Income
2024-08-01 2025-02-19 Completed 33% $25.90 $26.67 2.99% Signal
2025-01-21 2025-02-13 Completed 33% $26.77 $26.49 -1.07% Signal
2024-12-16 2025-01-21 Interest 33% $1.00 $1.00 0.39% Interest Income
2024-07-17 2025-01-06 Completed 34% $25.36 $26.21 3.37% Signal
2024-11-26 2024-12-16 Completed 33% $27.87 $26.83 -3.72% Signal
2024-11-04 2024-11-26 Interest 33% $1.00 $1.00 0.27% Interest Income
2024-10-11 2024-11-04 Completed 33% $26.77 $26.61 -0.60% Signal
2024-09-19 2024-10-11 Interest 33% $1.00 $1.00 0.24% Interest Income
2024-09-05 2024-09-19 Completed 33% $26.15 $26.60 1.71% Signal
2024-08-13 2024-09-05 Interest 33% $1.00 $1.00 0.24% Interest Income
2024-06-28 2024-08-13 Completed 33% $24.21 $24.98 3.17% Signal
2024-07-10 2024-08-01 Interest 33% $1.00 $1.00 0.26% Interest Income
2024-05-20 2024-07-17 Interest 34% $1.00 $1.01 0.66% Interest Income
2024-01-18 2024-07-10 Completed 33% $23.15 $24.13 4.26% Signal
2024-06-04 2024-06-28 Interest 33% $1.00 $1.00 0.28% Interest Income
2024-05-08 2024-06-04 Completed 33% $24.15 $24.07 -0.32% Signal
2023-12-14 2024-05-20 Completed 34% $23.01 $24.75 7.56% Signal
2024-04-16 2024-05-08 Interest 33% $1.00 $1.00 0.29% Interest Income
2024-03-14 2024-04-16 Completed 33% $24.34 $23.62 -2.98% Signal
2024-02-21 2024-03-14 Interest 33% $1.00 $1.00 0.26% Interest Income
2024-02-16 2024-02-21 Completed 33% $23.62 $23.63 0.03% Signal
2024-01-25 2024-02-16 Interest 33% $1.00 $1.00 0.26% Interest Income
2023-11-15 2024-01-25 Completed 33% $21.52 $23.63 9.81% Signal
2023-11-02 2024-01-18 Interest 33% $1.00 $1.01 0.84% Interest Income
2023-09-26 2023-12-14 Interest 34% $1.00 $1.01 1.00% Interest Income
2023-09-20 2023-11-15 Interest 33% $1.00 $1.01 0.73% Interest Income
2023-08-16 2023-11-02 Completed 33% $22.13 $20.81 -5.96% Signal
2023-07-13 2023-09-26 Completed 34% $22.14 $21.57 -2.56% Signal
2023-09-08 2023-09-20 Completed 33% $22.09 $22.17 0.32% Signal
2023-08-16 2023-09-08 Interest 33% $1.00 $1.00 0.26% Interest Income
2023-06-05 2023-08-16 Completed 33% $21.26 $22.13 4.09% Signal
2023-04-17 2023-08-16 Interest 33% $1.00 $1.01 1.24% Interest Income
2023-04-06 2023-07-13 Interest 34% $1.00 $1.01 0.94% Interest Income
2023-05-02 2023-06-05 Interest 33% $1.00 $1.00 0.32% Interest Income
2023-04-04 2023-05-02 Completed 33% $21.96 $21.54 -1.89% Signal
2022-12-20 2023-04-17 Completed 33% $22.04 $21.94 -0.45% Signal
2023-04-04 2023-04-06 Completed 34% $21.96 $21.77 -0.86% Signal
2023-03-01 2023-04-04 Interest 34% $1.00 $1.00 0.34% Interest Income
2023-02-01 2023-04-04 Interest 33% $1.00 $1.01 0.62% Interest Income
2022-11-16 2023-03-01 Completed 34% $22.42 $21.99 -1.92% Signal
2023-01-12 2023-02-01 Completed 33% $23.03 $22.72 -1.36% Signal
2022-12-19 2023-01-12 Interest 33% $1.00 $1.00 0.23% Interest Income
2022-04-12 2022-12-20 Interest 33% $1.00 $1.02 2.26% Interest Income
2022-10-19 2022-12-19 Completed 33% $20.37 $22.16 8.76% Signal
2022-10-04 2022-11-16 Interest 34% $1.00 $1.00 0.48% Interest Income
2022-09-06 2022-10-19 Interest 33% $1.00 $1.00 0.44% Interest Income
2022-08-19 2022-10-04 Completed 34% $22.49 $20.23 -10.07% Signal
2022-08-16 2022-09-06 Completed 33% $22.42 $20.98 -6.43% Signal
2022-05-25 2022-08-19 Interest 34% $1.00 $1.01 0.68% Interest Income
2022-07-25 2022-08-16 Interest 33% $1.00 $1.00 0.17% Interest Income
2022-07-11 2022-07-25 Completed 33% $20.96 $21.01 0.25% Signal
2022-06-15 2022-07-11 Interest 33% $1.00 $1.00 0.19% Interest Income
2022-05-27 2022-06-15 Completed 33% $22.48 $20.88 -7.12% Stop
2022-04-25 2022-05-27 Interest 33% $1.00 $1.00 0.27% Interest Income
2022-04-20 2022-05-25 Completed 34% $22.98 $21.84 -4.93% Signal
2022-03-18 2022-04-25 Completed 33% $22.43 $22.24 -0.88% Signal
2022-03-02 2022-04-20 Interest 34% $1.00 $1.00 0.31% Interest Income
2020-07-01 2022-04-12 Completed 33% $14.14 $22.73 60.74% Signal
2022-02-24 2022-03-18 Interest 33% $1.00 $1.00 0.12% Interest Income
2021-11-08 2022-03-02 Completed 34% $22.39 $21.74 -2.93% Signal
2022-02-17 2022-02-24 Completed 33% $22.21 $21.24 -4.38% Signal
2022-01-26 2022-02-17 Interest 33% $1.00 $1.00 0.12% Interest Income
2021-12-23 2022-01-26 Completed 33% $22.67 $22.37 -1.30% Signal
2021-12-01 2021-12-23 Interest 33% $1.00 $1.00 0.09% Interest Income
2021-10-08 2021-12-01 Completed 33% $21.55 $21.73 0.85% Signal
2021-10-13 2021-11-08 Interest 34% $1.00 $1.00 0.11% Interest Income
2021-08-17 2021-10-13 Completed 34% $21.85 $21.36 -2.22% Signal
2021-09-13 2021-10-08 Interest 33% $1.00 $1.00 0.11% Interest Income
2021-08-20 2021-09-13 Completed 33% $21.51 $21.51 0.00% Signal
2021-07-29 2021-08-20 Interest 33% $1.00 $1.00 0.08% Interest Income
2021-07-26 2021-08-17 Interest 34% $1.00 $1.00 0.08% Interest Income
2021-07-14 2021-07-29 Completed 33% $21.34 $21.42 0.36% Signal
2020-05-12 2021-07-26 Completed 34% $13.73 $21.28 54.93% Signal
2021-06-21 2021-07-14 Interest 33% $1.00 $1.00 0.09% Interest Income
2021-03-02 2021-06-21 Completed 33% $19.16 $20.79 8.55% Signal
2021-02-05 2021-03-02 Interest 33% $1.00 $1.00 0.08% Interest Income
2021-01-27 2021-02-05 Completed 33% $18.03 $18.32 1.63% Signal
2021-01-04 2021-01-27 Interest 33% $1.00 $1.00 0.07% Interest Income
2020-11-25 2021-01-04 Completed 33% $17.62 $17.84 1.25% Signal
2020-11-03 2020-11-25 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-10-08 2020-11-03 Completed 33% $15.92 $15.76 -1.00% Signal
2020-09-16 2020-10-08 Interest 33% $1.00 $1.00 0.04% Interest Income
2020-07-16 2020-09-16 Completed 33% $14.44 $15.57 7.79% Signal
2020-06-15 2020-07-16 Interest 33% $1.00 $1.00 0.06% Interest Income
2020-03-30 2020-07-01 Interest 33% $1.00 $1.00 0.18% Interest Income
2020-04-06 2020-06-15 Completed 33% $12.36 $13.76 11.32% Stop
2020-03-02 2020-05-12 Interest 34% $1.00 $1.00 0.15% Interest Income
2020-02-07 2020-04-06 Interest 33% $1.00 $1.00 0.17% Interest Income
2020-03-24 2020-03-30 Completed 33% $11.13 $12.03 8.09% Signal
2020-03-02 2020-03-24 Interest 33% $1.00 $1.00 0.06% Interest Income
2019-10-04 2020-03-02 Completed 34% $14.16 $13.85 -2.25% Stop
2019-03-28 2020-03-02 Completed 33% $13.52 $13.85 2.38% Stop
2019-10-28 2020-02-07 Completed 33% $14.73 $15.69 6.49% Signal
2019-10-04 2019-10-28 Interest 33% $1.00 $1.00 0.11% Interest Income
2019-09-12 2019-10-04 Interest 34% $1.00 $1.00 0.11% Interest Income
2019-09-03 2019-10-04 Completed 33% $13.90 $14.16 1.93% Signal
2019-07-17 2019-09-12 Completed 34% $14.21 $14.62 2.84% Signal
2019-08-09 2019-09-03 Interest 33% $1.00 $1.00 0.10% Interest Income
2019-06-12 2019-08-09 Completed 33% $13.69 $13.83 1.01% Signal
2019-06-12 2019-07-17 Interest 34% $1.00 $1.00 0.19% Interest Income
2019-05-09 2019-06-12 Interest 33% $1.00 $1.00 0.21% Interest Income
2019-03-06 2019-06-12 Completed 34% $13.37 $13.69 2.39% Signal
2019-04-09 2019-05-09 Completed 33% $13.86 $13.58 -2.03% Signal
2019-03-18 2019-04-09 Interest 33% $1.00 $1.00 0.16% Interest Income
2019-02-11 2019-03-28 Interest 33% $1.00 $1.00 0.33% Interest Income
2019-01-11 2019-03-18 Completed 33% $12.44 $13.52 8.68% Signal
2019-02-11 2019-03-06 Interest 34% $1.00 $1.00 0.17% Interest Income
2019-02-07 2019-02-11 Completed 34% $12.99 $13.01 0.16% Signal
2019-02-07 2019-02-11 Completed 33% $12.99 $13.01 0.16% Signal
2018-12-18 2019-02-07 Interest 33% $1.00 $1.00 0.36% Interest Income
2018-11-01 2019-02-07 Interest 34% $1.00 $1.01 0.73% Interest Income
2018-11-29 2019-01-11 Interest 33% $1.00 $1.00 0.31% Interest Income
2018-07-31 2018-12-18 Completed 33% $13.05 $12.33 -5.51% Signal
2018-11-09 2018-11-29 Completed 33% $13.25 $13.08 -1.30% Signal
2018-10-09 2018-11-09 Interest 33% $1.00 $1.00 0.29% Interest Income
2018-06-12 2018-11-01 Completed 34% $12.89 $12.81 -0.61% Signal
2018-07-24 2018-10-09 Completed 33% $12.91 $13.57 5.11% Signal
2018-06-14 2018-07-31 Interest 33% $1.00 $1.00 0.36% Interest Income
2018-06-29 2018-07-24 Interest 33% $1.00 $1.00 0.18% Interest Income
2018-05-25 2018-06-29 Completed 33% $12.51 $12.58 0.53% Signal
2018-06-12 2018-06-14 Completed 33% $12.89 $12.85 -0.31% Signal
2018-04-26 2018-06-12 Interest 33% $1.00 $1.00 0.37% Interest Income
2018-03-14 2018-06-12 Interest 34% $1.00 $1.01 0.71% Interest Income
2018-05-03 2018-05-25 Interest 33% $1.00 $1.00 0.19% Interest Income
2018-04-18 2018-05-03 Completed 33% $12.60 $12.01 -4.71% Signal
2016-04-15 2018-04-26 Completed 33% $9.63 $12.26 27.32% Signal
2018-03-15 2018-04-18 Interest 33% $1.00 $1.00 0.25% Interest Income
2018-03-01 2018-03-15 Completed 33% $12.69 $12.70 0.10% Signal
2017-06-13 2018-03-14 Completed 34% $11.27 $12.84 13.90% Signal
2018-02-06 2018-03-01 Interest 33% $1.00 $1.00 0.18% Interest Income
2017-09-15 2018-02-06 Completed 33% $11.59 $12.31 6.24% Stop
2017-08-23 2017-09-15 Interest 33% $1.00 $1.00 0.13% Interest Income
2017-07-27 2017-08-23 Completed 33% $11.32 $11.29 -0.28% Signal
2017-07-05 2017-07-27 Interest 33% $1.00 $1.00 0.15% Interest Income
2017-06-14 2017-07-05 Completed 33% $11.31 $11.21 -0.90% Signal
2017-05-22 2017-06-14 Interest 33% $1.00 $1.00 0.14% Interest Income
2017-05-19 2017-06-13 Interest 34% $1.00 $1.00 0.14% Interest Income
2017-05-01 2017-05-22 Completed 33% $11.00 $11.01 0.02% Signal
2016-12-02 2017-05-19 Completed 34% $10.33 $10.92 5.71% Signal
2017-03-24 2017-05-01 Interest 33% $1.00 $1.00 0.23% Interest Income
2017-02-16 2017-03-24 Completed 33% $10.83 $10.95 1.18% Signal
2017-01-10 2017-02-16 Interest 33% $1.00 $1.00 0.25% Interest Income
2016-11-10 2017-01-10 Completed 33% $10.29 $10.64 3.45% Signal
2016-10-05 2016-12-02 Interest 34% $1.00 $1.00 0.32% Interest Income
2016-10-18 2016-11-10 Interest 33% $1.00 $1.00 0.12% Interest Income
2016-10-04 2016-10-18 Completed 33% $10.21 $10.08 -1.28% Signal
2016-03-11 2016-10-05 Completed 34% $9.36 $10.16 8.48% Signal
2016-09-06 2016-10-04 Interest 33% $1.00 $1.00 0.13% Interest Income
2016-09-01 2016-09-06 Completed 33% $10.21 $10.30 0.85% Signal
2016-08-10 2016-09-01 Interest 33% $1.00 $1.00 0.10% Interest Income
2016-06-01 2016-08-10 Completed 33% $9.66 $10.25 6.16% Signal
2016-05-06 2016-06-01 Interest 33% $1.00 $1.00 0.12% Interest Income
2016-02-04 2016-05-06 Completed 33% $8.83 $9.50 7.55% Signal
2016-03-17 2016-04-15 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-12-22 2016-03-17 Completed 33% $9.08 $9.43 3.86% Signal
2016-01-14 2016-03-11 Interest 34% $1.00 $1.00 0.29% Interest Income
2015-12-17 2016-02-04 Interest 33% $1.00 $1.00 0.27% Interest Income
2015-10-27 2016-01-14 Completed 34% $9.18 $8.62 -6.10% Signal
2015-11-30 2015-12-22 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-12-15 2015-12-17 Completed 33% $9.12 $9.27 1.60% Signal
2015-11-20 2015-12-15 Interest 33% $1.00 $1.00 0.14% Interest Income
2015-11-25 2015-11-30 Completed 33% $9.24 $9.26 0.28% Signal
2015-05-29 2015-11-25 Interest 33% $1.00 $1.01 1.11% Interest Income
2015-10-27 2015-11-20 Completed 33% $9.18 $9.24 0.64% Signal
2015-10-05 2015-10-27 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-06-23 2015-10-27 Interest 34% $1.00 $1.01 0.76% Interest Income
2015-09-18 2015-10-05 Completed 33% $8.49 $8.63 1.63% Signal
2015-08-03 2015-09-18 Interest 33% $1.00 $1.00 0.28% Interest Income
2015-07-21 2015-08-03 Completed 33% $9.10 $8.99 -1.18% Signal
2015-05-14 2015-07-21 Interest 33% $1.00 $1.00 0.42% Interest Income
2015-05-21 2015-06-23 Completed 34% $9.33 $9.23 -1.05% Signal
2013-02-15 2015-05-29 Completed 33% $6.61 $9.28 40.35% Signal
2015-04-15 2015-05-21 Interest 34% $1.00 $1.00 0.21% Interest Income
2015-05-01 2015-05-14 Completed 33% $9.24 $9.29 0.53% Signal
2015-04-09 2015-05-01 Interest 33% $1.00 $1.00 0.12% Interest Income
2015-03-10 2015-04-15 Completed 34% $9.09 $9.25 1.80% Signal
2015-04-07 2015-04-09 Completed 33% $9.17 $9.15 -0.18% Signal
2015-03-12 2015-04-07 Interest 33% $1.00 $1.00 0.13% Interest Income
2015-02-13 2015-03-12 Completed 33% $9.34 $9.02 -3.42% Signal
2015-02-13 2015-03-10 Interest 34% $1.00 $1.00 0.13% Interest Income
2015-01-16 2015-02-13 Interest 33% $1.00 $1.00 0.14% Interest Income
2014-12-02 2015-02-13 Completed 34% $9.22 $9.34 1.23% Signal
2015-01-09 2015-01-16 Completed 33% $9.25 $9.02 -2.56% Signal
2014-12-16 2015-01-09 Interest 33% $1.00 $1.00 0.13% Interest Income
2014-10-30 2014-12-16 Completed 33% $8.81 $8.83 0.21% Signal
2014-11-07 2014-12-02 Interest 34% $1.00 $1.00 0.15% Interest Income
2014-09-29 2014-11-07 Completed 34% $8.79 $9.06 3.14% Signal
2014-10-06 2014-10-30 Interest 33% $1.00 $1.00 0.16% Interest Income
2014-08-25 2014-10-06 Completed 33% $8.79 $8.79 -0.00% Signal
2014-09-05 2014-09-29 Interest 34% $1.00 $1.00 0.16% Interest Income
2014-03-26 2014-09-05 Completed 34% $8.24 $8.81 6.92% Signal
2014-08-01 2014-08-25 Interest 33% $1.00 $1.00 0.15% Interest Income
2014-02-18 2014-08-01 Completed 33% $8.04 $8.50 5.82% Signal
2014-02-13 2014-03-26 Interest 34% $1.00 $1.00 0.30% Interest Income
2014-01-22 2014-02-18 Interest 33% $1.00 $1.00 0.19% Interest Income
2013-10-21 2014-02-13 Completed 34% $7.70 $7.91 2.72% Signal
2014-01-08 2014-01-22 Completed 33% $8.14 $8.15 0.05% Signal
2013-12-13 2014-01-08 Interest 33% $1.00 $1.00 0.19% Interest Income
2013-10-31 2013-12-13 Completed 33% $7.86 $7.91 0.74% Signal
2013-10-09 2013-10-31 Interest 33% $1.00 $1.00 0.16% Interest Income
2013-09-27 2013-10-21 Interest 34% $1.00 $1.00 0.17% Interest Income
2013-09-16 2013-10-09 Completed 33% $7.60 $7.37 -3.04% Signal
2013-01-08 2013-09-27 Completed 34% $6.30 $7.53 19.54% Signal
2013-08-19 2013-09-16 Interest 33% $1.00 $1.00 0.21% Interest Income
2013-07-11 2013-08-19 Completed 33% $7.50 $7.36 -1.82% Signal
2013-06-10 2013-07-11 Interest 33% $1.00 $1.00 0.21% Interest Income
2012-12-03 2013-06-10 Completed 33% $6.20 $7.37 18.95% Signal
2013-01-24 2013-02-15 Interest 33% $1.00 $1.00 0.13% Interest Income
2012-08-24 2013-01-24 Completed 33% $6.09 $6.49 6.71% Signal
2012-11-15 2013-01-08 Interest 34% $1.00 $1.00 0.24% Interest Income
2012-10-11 2012-12-03 Interest 33% $1.00 $1.00 0.23% Interest Income
2012-07-17 2012-11-15 Completed 34% $5.97 $5.93 -0.80% Signal
2012-09-27 2012-10-11 Completed 33% $6.23 $6.23 0.03% Signal
2012-09-05 2012-09-27 Interest 33% $1.00 $1.00 0.11% Interest Income
2012-06-18 2012-09-05 Completed 33% $5.86 $6.12 4.47% Signal
2012-08-02 2012-08-24 Interest 33% $1.00 $1.00 0.11% Interest Income
2012-04-23 2012-08-02 Completed 33% $5.83 $6.05 3.73% Signal
2012-05-23 2012-07-17 Interest 34% $1.00 $1.00 0.24% Interest Income
2012-05-16 2012-06-18 Interest 33% $1.00 $1.00 0.14% Interest Income
2012-04-23 2012-05-23 Completed 34% $5.83 $5.69 -2.45% Signal
2012-05-01 2012-05-16 Completed 33% $5.93 $5.79 -2.33% Signal
2012-04-19 2012-05-01 Interest 33% $1.00 $1.00 0.05% Interest Income
2012-04-19 2012-04-23 Interest 34% $1.00 $1.00 0.01% Interest Income
2012-04-19 2012-04-23 Interest 33% $1.00 $1.00 0.01% Interest Income

Return Distribution Analysis

Return Distribution