Ownership history in Friday Financial Β· 5 quarters on record
This page tracks every 13F SEC filing in which Friday Financial reported a position in SCHWAB STRATEGIC TR (SCHD). 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 Friday Financial underperformed the S&P 500 by β12.8% annually on this SCHD position. Timing score: 50% (2/4 decisions correct). Average cost basis: $26.65. Maximum drawdown during holding period: β4.3%.
β Significantly underperformed the S&P 500 by 12.8% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $26.29 (2024 Q4) Β· Worst: $27.43 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.15% 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