SCHZ β€” SCHWAB STRATEGIC TR

Ownership history in ETF Store, Inc.  Β·  17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, Inc. reported a position in SCHWAB STRATEGIC TR (SCHZ). 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
4.28% (2021 Q4)
πŸ“Š Avg. % of fund
3.15%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

ETF Store, Inc. Γ— SCHZ AI Analytics

πŸ“‰ ETF Store, Inc. underperformed the S&P 500 by –11.5% annually on this SCHZ position. Timing score: 44% (7/16 decisions correct). Average cost basis: $22.59. Maximum drawdown during holding period: –14.6%.

πŸ“ˆ Position Alpha vs SPY
-11.5%
annualised excess return

❌ Significantly underperformed the S&P 500 by 11.5% ann.
16 quarters analyzed

⏱️ Timing Score
44%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct

πŸ’° Entry Quality
$22.59
+2.7% vs current ($23.21)

Best entry: $20.03 (2023 Q3)  Β·  Worst: $23.31 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–14.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
53%
buy-side decisions

9 adds Β· 8 trims. Bought during 4 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 2.58% 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)    SCHZ 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 ADDED 108,340 +2,601 +2.5% 2.58% $2.5M $23.21
2025 Q3 ADDED 105,739 +4,061 +4.0% 2.63% $2.5M $23.00
2025 Q2 REDUCED 101,678 -2,213 -2.1% 2.74% $2.4M $22.54
2025 Q1 REDUCED 103,891 -2,189 -2.1% 2.95% $2.4M $22.24
2024 Q4 ADDED 106,080 +40,955 +62.9% 2.99% $2.4M $21.64
2024 Q3 REDUCED 65,125 -5,195 -7.4% 3.19% $3.1M $22.36
2024 Q2 REDUCED 70,320 -37,920 -35.0% 3.31% $3.2M $21.24
2024 Q1 ADDED 108,240 +16,399 +17.9% 2.84% $5.0M $21.22
2023 Q4 ADDED 91,841 +501 +0.5% 2.77% $4.3M $21.37
2023 Q3 ADDED 91,340 +2,595 +2.9% 2.83% $4.0M $20.03
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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