Ownership history in Avalon Advisory Group Β· 24 quarters on record
This page tracks every 13F SEC filing in which Avalon Advisory Group 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 Avalon Advisory Group underperformed the S&P 500 by β4.4% annually on this SCHF position. Timing score: 41% (7/17 decisions correct). Average cost basis: $13.78. Maximum drawdown during holding period: β27.0%.
β οΈ Trailed SPY by 4.4% ann. on this position.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $10.81 (2020 Q1) Β· Worst: $17.87 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 12 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.74% 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