Ownership history in Transform Wealth, LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, 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.
π Transform Wealth, LLC underperformed the S&P 500 by β0.3% annually on this SCHB position. Timing score: 58% (19/33 decisions correct). Average cost basis: $20.23. Maximum drawdown during holding period: β24.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
34 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
19 of 33 add/trim decisions correct
Best entry: $7.18 (2016 Q2) Β· Worst: $22.43 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 14 trims. Bought during 2 of 9 down-price quarters. π More buys than sells across the holding period.
π Transform Wealth, LLC has been actively increasing its SCHB allocation β a bullish signal from insiders.
Currently 1.41% 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