SCHB β€” SCHWAB STRATEGIC TR

Ownership history in Caprock Group, LLC  Β·  28 quarters on record

This page tracks every 13F SEC filing in which Caprock Group, LLC reported a position in SCHWAB STRATEGIC TR (SCHB). 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.

πŸ” Peak position
3.27% (2022 Q4)
πŸ“Š Avg. % of fund
1.82%
πŸ“… First filed
2018 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
28

Position Intelligence

Caprock Group, LLC Γ— SCHB AI Analytics

πŸ“‰ Caprock Group, LLC underperformed the S&P 500 by –0.4% annually on this SCHB position. Timing score: 58% (15/26 decisions correct). Average cost basis: $19.34. Maximum drawdown during holding period: –24.9%.

πŸ“ˆ Position Alpha vs SPY
-0.4%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
27 quarters analyzed

⏱️ Timing Score
58%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 26 add/trim decisions correct

πŸ’° Entry Quality
$19.34
+35.6% vs current ($26.23)

Best entry: $8.96 (2018 Q4)  Β·  Worst: $22.43 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–24.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
67%
buy-side decisions

18 adds Β· 9 trims. Bought during 6 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.15% of portfolio

⚠ 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.

% of Fund (quarterly)    SCHB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,083,220 -121,564 -5.5% 1.15% $54.6M $26.23
2025 Q3 REDUCED 2,204,784 -2,424 -0.1% 1.35% $55.0M $25.63
2025 Q1 REDUCED 2,207,208 -33,428 -1.5% 1.45% $47.5M $21.34
2024 Q4 ADDED 2,240,636 +1,496,103 +200.9% 1.66% $50.9M $22.43
2024 Q3 REDUCED 744,533 -35,720 -4.6% 1.80% $49.5M $21.83
2024 Q2 REDUCED 780,253 -1,734 -0.2% 2.00% $49.2M $20.57
2024 Q1 REDUCED 781,987 -8,611 -1.1% 2.74% $47.7M $19.91
2023 Q4 ADDED 790,598 +4,066 +0.5% 2.81% $44.0M $18.10
2023 Q3 ADDED 786,532 +2,264 +0.3% 2.97% $39.2M $16.14
2023 Q2 REDUCED 784,268 -15,690 -2.0% 2.98% $40.5M $16.68
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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