Ownership history in ATMOS ADVISORY, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which ATMOS ADVISORY, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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 ATMOS ADVISORY, LLC underperformed the S&P 500 by β4.6% annually on this SCHF position. Timing score: 33% (3/9 decisions correct). Average cost basis: $17.29. Maximum drawdown during holding period: β27.0%.
β οΈ Trailed SPY by 4.6% ann. on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 9 add/trim decisions correct
Best entry: $16.21 (2022 Q1) Β· Worst: $19.10 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 5 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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