Ownership history in SWS Partners Β· 24 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in SCHWAB INTERNATIONAL EQUITY ETF (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 SWS Partners underperformed the S&P 500 by β8.5% annually on this SCHF position. Timing score: 50% (11/22 decisions correct). Average cost basis: $13.08. Maximum drawdown during holding period: β18.7%.
β Significantly underperformed the S&P 500 by 8.5% ann.
22 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 22 add/trim decisions correct
Best entry: $11.51 (2018 Q4) Β· Worst: $24.04 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 9 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.21% 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