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 (SCHX). 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 | 9,936,362 | +302,734 | +3.1% | 12.24% | $267.4M | $26.91 |
| 2025 Q3 | ADDED | 9,633,628 | +329,547 | +3.5% | 12.50% | $253.7M | $26.26 |
| 2025 Q2 | ADDED | 9,304,081 | +122,233 | +1.3% | 12.45% | $227.4M | $24.30 |
| 2025 Q1 | REDUCED | 9,181,848 | -1,157,756 | -11.2% | 12.54% | $202.7M | $21.89 |
| 2024 Q4 | ADDED | 10,339,604 | +7,009,351 | +210.5% | 13.08% | $239.7M | $22.91 |
| 2024 Q3 | ADDED | 3,330,253 | +111,383 | +3.5% | 12.68% | $226.0M | $22.28 |
| 2024 Q2 | ADDED | 3,218,870 | +169,294 | +5.6% | 12.44% | $206.8M | $21.03 |
| 2024 Q1 | ADDED | 3,049,576 | +165,546 | +5.7% | 12.13% | $189.3M | $20.25 |
| 2023 Q4 | ADDED | 2,884,030 | +106,668 | +3.8% | 11.73% | $162.7M | $18.35 |
| 2023 Q3 | ADDED | 2,777,362 | +130,139 | +4.9% | 11.52% | $140.5M | $16.39 |
As of 2025 Q4 — sorted by position size