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SCHD

SCHD

SCHD

ETARCAUSD

$31.89USD

+0.03 (+0.09%) today · DELAYED QUOTE

My quantity

85

across 1 account

Market value · CAD

$3,214.02

$2,329.00 USD · FX 1.3800

Avg cost · USD

$24.90

book $2,920.77 CAD

Unrealized P&L

$+293.25

+10.04% on cost

Total return

$+293.25

open + dividends · +10.04%

Portfolio weight

0.87%

rank #24 of 24

01 · OVERVIEW

Price, my cost basis & trades

274 trading days of history

02 · PERSONAL PERFORMANCE

How this position has performed for me

all amounts CAD · open + dividends − fees

Open P&L

$+293.25

+10.04% on cost

mkt $3,214.02 · cost $2,920.77

Realized P&L

—

no sales matched

lot matching not yet modelled

Dividends

$0.00

none recorded

no distributions synced

Fees & FX drag

$0.00

commissions + fees

none recorded

Total return

$+293.25

+10.04% all-in

open + dividends − fees

Return by period% return · on current market value · CAD-equiv

1M

−2.9%

−$95

3M

+4.4%

+$136

6M

+15.5%

+$430

YTD

+16.3%

+$449

1Y

+19.4%

+$523

03 · OWNERSHIP

Where I hold this position

1 lot across 1 institution

Account	Units	Avg cost	Cost CAD	Market CAD	Unreal. P&L	% of position	Held since
IB Interactive Brokers · MARGIN USD · Self-directed MARGIN	85	$24.90	$2,920.77	$3,214.02	$+293.25+10.04%	100.0%	—
Total · all accounts	85	$24.90	$2,920.77	$3,214.02	$+293.25+10.04%	100.0%	—

04 · ACTIVITY

Trades, dividends & income

filter by type or account

Trades, dividends & income

0 OF 0 ROWS

No activity synced for this holding.

05 · EXPOSURE

Contribution to portfolio & classification

How this position contributes

PORTFOLIO IMPACT

Portfolio weight0.9%

USD currency share75.5%+0.9 pts

Contribution to open P&L1.0%

Classification

FROM YOUR BROKERAGE

Asset typeet

CurrencyUSD

ExchangeARCA

AccountsMARGIN

Held inInteractive Brokers

SectorSource pending

06 · FUNDAMENTALS

Business & valuation

Fundamentals

VIA YAHOO FINANCE

Market cap

—

current

P/E (TTM)

18.9×

trailing

P/E (Fwd)

—

consensus

EV/EBITDA

—

trailing

Revenue growth

—

TTM YoY

EPS growth

—

TTM YoY

Gross margin

—

TTM

Operating margin

—

TTM

Free cash flow

—

TTM

Dividend yield

—

trailing

Dividend history

PER SHARE · EX-DATE · USD

TTM / SHARE$1.06

YOY GROWTH+1.4%

PAYMENTS · 5Y20

MY EST. ANNUAL INCOME$90 USD · units × TTM

08 · TECHNICALS

Optional context

secondary for long-hold investors

09 · NEWS & EVENTS

Curated, relevance-weighted

News & events

VIA YAHOO FINANCE · RELEVANCE-RANKED

Should Schwab U.S. Dividend Equity ETF (SCHD) Be on Your Investing Radar?

DIVIDEND● HIGH RELEVANCE

Jan 09Motley Fool

2 Top-Tier Dividend ETFs that Complement Each Other Well to Invest in Right Now

DIVIDEND● HIGH RELEVANCE

Mar 2624/7 Wall St.

If You’re 50+ and Tired of Watching Tech Boom Without You, Read This

NEWS● HIGH RELEVANCE

Dec 2224/7 Wall St.

A $850,000 Portfolio That Quietly Pays You $51,000 a Year Without Touching Principal

NEWS● HIGH RELEVANCE

Sep 1624/7 Wall St.

The 3 Best Dividend ETFs to Build Lasting Retirement Income in 2026

DIVIDEND● HIGH RELEVANCE

Apr 29Motley Fool

Is SCHD a Better Dividend ETF Than VIG?

DIVIDEND● MEDIUM

10 · DECISION SUPPORT

Cases & scenarios

analysis — not financial advice

AI analysis pending review

Deferred for compliance review

Personal-ownership view. Figures reflect your last brokerage sync.Not financial advice