Ownership history in BIP Wealth, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in SCHWAB US LARGE CAP (SCHG). 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 BIP Wealth, LLC outperformed the S&P 500 by +6.8% annually on this SCHG position. Timing score: 70% (7/10 decisions correct). Average cost basis: $32.52. Maximum drawdown during holding period: β10.1%.
π₯ Exceptional β beat the S&P 500 by 6.8% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $16.10 (2023 Q1) Β· Worst: $32.62 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BIP Wealth, LLC has been actively increasing its SCHG allocation β a bullish signal from insiders.
Currently 2.05% 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