Ownership history in Bond & Devick Financial Network, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. 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 Bond & Devick Financial Network, Inc. underperformed the S&P 500 by β4.4% annually on this SCHF position. Timing score: 68% (13/19 decisions correct). Average cost basis: $17.65. Maximum drawdown during holding period: β27.0%.
β οΈ Trailed SPY by 4.4% ann. on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 19 add/trim decisions correct
Best entry: $12.52 (2022 Q3) Β· Worst: $24.04 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 3 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.78% 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