Ownership history in McAdam, LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in SCHWAB STRATEGIC TR (SCHE). 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 McAdam, LLC underperformed the S&P 500 by β7.7% annually on this SCHE position. Timing score: 47% (15/32 decisions correct). Average cost basis: $23.46. Maximum drawdown during holding period: β30.2%.
β Significantly underperformed the S&P 500 by 7.7% ann.
33 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
15 of 32 add/trim decisions correct
Best entry: $18.51 (2017 Q1) Β· Worst: $28.41 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 12 trims. Bought during 9 of 12 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 1.47% 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