Ownership history in MYECFO, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which MYECFO, LLC reported a position in SCHWAB STRATEGIC TR (SCHV). 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 MYECFO, LLC underperformed the S&P 500 by β5.5% annually on this SCHV position. Timing score: 57% (4/7 decisions correct). Average cost basis: $25.86. Maximum drawdown during holding period: β2.1%.
β Significantly underperformed the S&P 500 by 5.5% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $23.90 (2024 Q2) Β· Worst: $29.61 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.92% 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