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 (SCHC). 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 | 1,603,280 | +155,338 | +10.7% | 3.34% | $73.0M | $45.53 |
| 2025 Q3 | ADDED | 1,447,942 | +93,596 | +6.9% | 3.25% | $65.9M | $43.96 |
| 2025 Q2 | REDUCED | 1,354,346 | -19,005 | -1.4% | 3.16% | $57.7M | $41.14 |
| 2025 Q1 | REDUCED | 1,373,351 | -36,099 | -2.6% | 3.05% | $49.3M | $34.58 |
| 2024 Q4 | ADDED | 1,409,450 | +41,672 | +3.0% | 2.64% | $48.4M | $33.09 |
| 2024 Q3 | REDUCED | 1,367,778 | -169,938 | -11.1% | 2.96% | $52.7M | $35.95 |
| 2024 Q2 | ADDED | 1,537,716 | +100,761 | +7.0% | 3.29% | $54.7M | $33.19 |
| 2024 Q1 | ADDED | 1,436,955 | +95,171 | +7.1% | 3.30% | $51.4M | $33.30 |
| 2023 Q4 | ADDED | 1,341,784 | +27,532 | +2.1% | 3.38% | $46.8M | $32.45 |
| 2023 Q3 | ADDED | 1,314,252 | +119,241 | +10.0% | 3.47% | $42.4M | $29.22 |
As of 2025 Q4 — sorted by position size