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 (SCHG). 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 | 7,256,974 | +242,784 | +3.5% | 10.83% | $236.7M | $32.62 |
| 2025 Q3 | ADDED | 7,014,190 | +207,119 | +3.0% | 11.03% | $223.8M | $31.88 |
| 2025 Q2 | ADDED | 6,807,071 | +121,498 | +1.8% | 10.89% | $198.8M | $29.15 |
| 2025 Q1 | REDUCED | 6,685,573 | -935,329 | -12.3% | 10.36% | $167.4M | $24.97 |
| 2024 Q4 | ADDED | 7,620,902 | +5,772,375 | +312.3% | 11.59% | $212.4M | $27.76 |
| 2024 Q3 | ADDED | 1,848,527 | +14,703 | +0.8% | 10.80% | $192.6M | $25.91 |
| 2024 Q2 | ADDED | 1,833,824 | +76,779 | +4.4% | 11.12% | $184.9M | $25.06 |
| 2024 Q1 | ADDED | 1,757,045 | +78,737 | +4.7% | 10.44% | $162.9M | $23.01 |
| 2023 Q4 | ADDED | 1,678,308 | +58,102 | +3.6% | 10.04% | $139.2M | $20.57 |
| 2023 Q3 | ADDED | 1,620,206 | +75,765 | +4.9% | 9.66% | $117.8M | $18.00 |
As of 2025 Q4 — sorted by position size