--- Trend Following for SCHW as of 2025-12-26 --- Date Opened Adj Open Price Date Closed Adj Close Price Trade Gain ----------------------------------------------------------------------- 1991-12-24 $1.00 1991-12-26 $1.00 1.00x (Cash) 1991-12-26 $0.56 1992-05-18 $0.61 1.08x 1992-05-18 $1.00 1992-06-09 $1.08 1.08x (Cash) 1992-06-09 $0.62 1992-09-11 $0.45 0.72x 1992-09-11 $1.00 1992-10-02 $0.72 0.72x (Cash) 1992-10-02 $0.41 1994-02-18 $0.92 2.26x 1994-02-18 $1.00 1994-03-14 $2.27 2.27x (Cash) 1994-03-14 $1.00 1995-12-15 $1.98 1.99x 1995-12-15 $1.00 1996-01-09 $2.00 2.00x (Cash) 1996-01-09 $2.15 1998-06-24 $4.79 2.22x 1998-06-24 $1.00 1998-07-16 $2.23 2.23x (Cash) 1998-07-16 $5.63 1998-09-01 $4.78 0.85x 1998-09-01 $1.00 1998-09-23 $0.85 0.85x (Cash) 1998-09-23 $6.52 1999-04-20 $24.53 3.77x 1999-04-20 $1.00 1999-05-11 $3.78 3.78x (Cash) 1999-05-11 $27.50 1999-06-15 $20.15 0.73x 1999-06-15 $1.00 1999-07-07 $0.74 0.74x (Cash) 1999-07-07 $25.74 1999-08-04 $17.80 0.69x 1999-08-04 $1.00 1999-08-25 $0.69 0.69x (Cash) 1999-08-25 $20.22 1999-10-14 $14.14 0.70x 1999-10-14 $1.00 1999-11-04 $0.70 0.70x (Cash) 1999-11-04 $18.47 1999-12-23 $15.77 0.85x 1999-12-23 $1.00 2000-01-14 $0.86 0.86x (Cash) 2000-01-14 $20.20 2000-04-05 $23.00 1.14x 2000-04-05 $1.00 2000-04-27 $1.14 1.14x (Cash) 2000-04-27 $20.98 2000-10-12 $20.97 1.00x 2000-10-12 $1.00 2000-11-02 $1.00 1.00x (Cash) 2000-11-02 $25.17 2001-02-08 $17.55 0.70x 2001-02-08 $1.00 2001-03-02 $0.70 0.70x (Cash) 2001-03-02 $14.11 2001-04-04 $10.09 0.72x 2001-04-04 $1.00 2001-04-26 $0.72 0.72x (Cash) 2001-04-26 $13.84 2001-05-03 $14.69 1.06x 2001-05-03 $1.00 2004-02-13 $1.20 1.20x (Cash) 2004-02-13 $9.26 2004-05-26 $6.80 0.73x 2004-05-26 $1.00 2004-06-18 $0.74 0.74x (Cash) 2004-06-18 $6.65 2004-12-10 $8.18 1.23x 2004-12-10 $1.00 2005-01-03 $1.23 1.23x (Cash) 2005-01-03 $8.70 2005-01-07 $8.51 0.98x 2005-01-07 $1.00 2005-09-07 $1.01 1.01x (Cash) 2005-09-07 $10.12 2008-04-01 $15.36 1.52x 2008-04-01 $1.00 2008-04-22 $1.52 1.52x (Cash) 2008-04-22 $16.81 2008-10-10 $13.82 0.82x 2008-10-10 $1.00 2008-10-31 $0.82 0.82x (Cash) 2008-10-31 $14.81 2008-11-20 $11.60 0.78x 2008-11-20 $1.00 2008-12-12 $0.78 0.78x (Cash) 2008-12-12 $13.43 2009-01-09 $13.01 0.97x 2009-01-09 $1.00 2010-05-05 $1.01 1.01x (Cash) 2010-05-05 $15.41 2010-08-27 $10.91 0.71x 2010-08-27 $1.00 2010-09-20 $0.71 0.71x (Cash) 2010-09-20 $11.37 2010-11-19 $12.49 1.10x 2010-11-19 $1.00 2011-03-28 $1.11 1.11x (Cash) 2011-03-28 $14.91 2011-06-03 $13.92 0.93x 2011-06-03 $1.00 2012-01-12 $0.95 0.95x (Cash) 2012-01-12 $10.47 2012-01-27 $9.69 0.93x 2012-01-27 $1.00 2013-02-04 $0.94 0.94x (Cash) 2013-02-04 $14.15 2016-01-21 $22.23 1.57x 2016-01-21 $1.00 2016-02-11 $1.57 1.57x (Cash) 2016-02-11 $19.29 2016-07-06 $21.31 1.10x 2016-07-06 $1.00 2016-11-16 $1.11 1.11x (Cash) 2016-11-16 $32.54 2018-12-07 $38.34 1.18x 2018-12-07 $1.00 2018-12-31 $1.18 1.18x (Cash) 2018-12-31 $37.32 2019-05-28 $39.26 1.05x 2019-05-28 $1.00 2019-09-13 $1.06 1.06x (Cash) 2019-09-13 $39.82 2019-09-27 $37.70 0.95x 2019-09-27 $1.00 2021-03-16 $0.96 0.96x (Cash) 2021-03-16 $61.92 2022-05-02 $63.94 1.03x 2022-05-02 $1.00 2022-05-23 $1.03 1.03x (Cash) 2022-05-23 $60.82 2023-02-07 $75.50 1.24x 2023-02-07 $1.00 2024-09-13 $1.32 1.32x (Cash) 2024-09-13 $60.84 2026-02-27 $95.20 1.56x (open) ---------------------------------------------------------------------- Method CAGR 8.57% Buy & Hold CAGR 16.48% ---------------------------------------------------------------------- -- INFORMATIONAL USE ONLY -- These are not trade recommendations. See Disclaimer for more information.
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