Ownership history in McAdam, LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in SCHWAB STRATEGIC TR (SCHZ). 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 β13.4% annually on this SCHZ position. Timing score: 65% (22/34 decisions correct). Average cost basis: $22.02. Maximum drawdown during holding period: β16.1%.
β Significantly underperformed the S&P 500 by 13.4% ann.
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
22 of 34 add/trim decisions correct
Best entry: $19.82 (2017 Q1) Β· Worst: $23.72 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
27 adds Β· 9 trims. Bought during 10 of 12 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.05% 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