Ownership history in McAdam, LLC · 37 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,050,164 | +733,816 | +10.0% | 8.86% | $193.5M | $24.04 |
| 2025 Q3 | ADDED | 7,316,348 | +760,120 | +11.6% | 8.39% | $170.3M | $22.63 |
| 2025 Q2 | ADDED | 6,556,228 | +63,947 | +1.0% | 7.93% | $144.9M | $21.49 |
| 2025 Q1 | REDUCED | 6,492,281 | -526,321 | -7.5% | 7.95% | $128.4M | $19.10 |
| 2024 Q4 | ADDED | 7,018,602 | +3,736,231 | +113.8% | 7.08% | $129.8M | $17.87 |
| 2024 Q3 | ADDED | 3,282,371 | +99,623 | +3.1% | 7.57% | $135.0M | $19.43 |
| 2024 Q2 | ADDED | 3,182,748 | +186,240 | +6.2% | 7.36% | $122.3M | $18.15 |
| 2024 Q1 | ADDED | 2,996,508 | +179,574 | +6.4% | 7.50% | $116.9M | $18.26 |
| 2023 Q4 | ADDED | 2,816,934 | +120,753 | +4.5% | 7.51% | $104.1M | $17.30 |
| 2023 Q3 | ADDED | 2,696,181 | +224,930 | +9.1% | 7.51% | $91.6M | $15.58 |
As of 2025 Q4 — sorted by position size