SCHB β€” SCHWAB STRATEGIC TR

Ownership history in OPTIMA CAPITAL LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which OPTIMA CAPITAL 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
1.67% (2025 Q1)
πŸ“Š Avg. % of fund
1.32%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

OPTIMA CAPITAL LLC Γ— SCHB AI Analytics

πŸ“ˆ OPTIMA CAPITAL LLC outperformed the S&P 500 by +-0.0% annually on this SCHB position. Timing score: 67% (2/3 decisions correct). Average cost basis: $21.62. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-0.0%
annualised excess return

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

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$21.62
+21.3% vs current ($26.23)

Best entry: $21.34 (2025 Q1)  Β·  Worst: $26.23 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

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

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 101,151 +1,808 +1.8% 1.15% $2.7M $26.23
2025 Q3 ADDED 99,343 +5,451 +5.8% 1.24% $2.6M $25.63
2025 Q2 REDUCED 93,892 -12,653 -11.9% 1.20% $2.2M $23.69
2025 Q1 INITIATED 106,545 β€” β€” 1.67% $2.4M $21.34
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