Ownership history in ACCESS FINANCIAL SERVICES, INC. Β· 37 quarters on record
This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in SCHWAB STRATEGIC TR (SCHX). 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 ACCESS FINANCIAL SERVICES, INC. outperformed the S&P 500 by +0.1% annually on this SCHX position. Timing score: 29% (10/35 decisions correct). Average cost basis: $20.89. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 35 add/trim decisions correct
Best entry: $9.35 (2017 Q4) Β· Worst: $26.91 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 19 trims. Bought during 5 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 14.88% 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