FNDE β€” SCHWAB STRATEGIC TR

Ownership history in Systelligence, LLC  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in SCHWAB STRATEGIC TR (FNDE). 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
4.23% (2022 Q2)
πŸ“Š Avg. % of fund
1.74%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

Systelligence, LLC Γ— FNDE AI Analytics

πŸ“‰ Systelligence, LLC underperformed the S&P 500 by –7.2% annually on this FNDE position. Timing score: 55% (6/11 decisions correct). Average cost basis: $25.83. Maximum drawdown during holding period: –15.7%.

πŸ“ˆ Position Alpha vs SPY
-7.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 7.2% ann.
12 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 11 add/trim decisions correct

πŸ’° Entry Quality
$25.83
+35.1% vs current ($34.89)

Best entry: $21.63 (2022 Q2)  Β·  Worst: $31.85 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–15.7%
max drawdown while held

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

πŸ’ͺ Fund Conviction
67%
buy-side decisions

8 adds Β· 4 trims. Bought during 3 of 4 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.48% 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)    FNDE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 215,239 -138,596 -39.2% 1.48% $7.8M $34.89
2025 Q2 ADDED 353,835 +7,605 +2.2% 2.16% $11.7M $31.85
2025 Q1 ADDED 346,230 +34,331 +11.0% 2.56% $10.7M $29.53
2024 Q4 ADDED 311,899 +96,239 +44.6% 2.24% $9.1M $27.85
2024 Q3 ADDED 215,660 +150,440 +230.7% 1.73% $7.0M $29.78
2024 Q2 REDUCED 65,220 -491 -0.7% 0.51% $1.9M $27.28
2024 Q1 UNCHANGED 65,711 β€” 0% 0.48% $1.8M $25.42
2023 Q4 ADDED 65,711 +6,922 +11.8% 0.49% $1.8M $24.85
2023 Q3 REDUCED 58,789 -503,242 -89.5% 0.43% $1.5M $23.09
2022 Q2 ADDED 562,031 +207,964 +58.7% 4.23% $14.6M $21.63
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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