Ownership history in MONEYWISE, INC. Β· 36 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, 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 MONEYWISE, INC. underperformed the S&P 500 by β5.3% annually on this SCHF position. Timing score: 49% (17/35 decisions correct). Average cost basis: $14.81. Maximum drawdown during holding period: β27.0%.
β Significantly underperformed the S&P 500 by 5.3% ann.
35 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 35 add/trim decisions correct
Best entry: $11.49 (2017 Q1) Β· Worst: $24.04 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
16 adds Β· 20 trims. Bought during 8 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π MONEYWISE, INC. has been actively increasing its SCHF allocation β a bullish signal from insiders.
Currently 1.23% 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