Ownership history in ACAS, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which ACAS, LLC reported a position in SCHWAB STRATEGIC TR (SCHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ACAS, LLC underperformed the S&P 500 by β8.6% annually on this SCHM position. Timing score: 27% (4/15 decisions correct). Average cost basis: $25.82. Maximum drawdown during holding period: β18.6%.
β Significantly underperformed the S&P 500 by 8.6% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 15 add/trim decisions correct
Best entry: $23.06 (2021 Q1) Β· Worst: $27.29 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 10 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.25% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size