Ownership history in Sigma Planning Corp Β· 34 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp 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 Sigma Planning Corp underperformed the S&P 500 by β4.4% annually on this SCHD position. Timing score: 58% (19/33 decisions correct). Average cost basis: $23.91. Maximum drawdown during holding period: β21.5%.
β οΈ Trailed SPY by 4.4% ann. on this position.
33 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
19 of 33 add/trim decisions correct
Best entry: $10.05 (2016 Q2) Β· Worst: $27.43 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
27 adds Β· 7 trims. Bought during 10 of 11 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 0.62% 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