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McAdam LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McAdam LLC’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11M Sell
58,330
-23,901
-29% -$790K 0.08% 104
2026
Q1 		$2.39M Sell
82,231
-4,020
-5% -$121K 0.11% 96
2025
Q4 		$2.46M Sell
86,251
-1,517
-2% -$42.8K 0.11% 92
2025
Q3 		$2.45M Sell
87,768
-1,951
-2% -$52.2K 0.12% 90
2025
Q2 		$2.27M Buy
89,719
+4,013
+5% +$94.9K 0.12% 89
2025
Q1 		$2.01M Sell
85,706
-14,005
-14% -$357K 0.12% 87
2024
Q4 		$2.58M Sell
99,711
-2,395
-2% -$63.7K 0.14% 82
2024
Q3 		$2.63M Buy
102,106
+2,826
+3% +$70.2K 0.15% 82
2024
Q2 		$2.36M Sell
99,280
-1,112
-1% -$26.4K 0.14% 79
2024
Q1 		$2.47M Sell
100,392
-5,436
-5% -$127K 0.16% 76
2023
Q4 		$2.5M Buy
105,828
+758
+0.7% +$16K 0.18% 70
2023
Q3 		$2.18M Buy
105,070
+984
+0.9% +$21.6K 0.18% 70
2023
Q2 		$2.28M Sell
104,086
-3,602
-3% -$75.1K 0.19% 70
2023
Q1 		$2.26M Buy
107,688
+68,558
+175% +$1.47M 0.2% 72
2022
Q4 		$2M Sell
39,130
-51,886
-57% -$1.06M 0.2% 60
2022
Q3 		$1.72M Sell
91,016
-958
-1% -$20K 0.19% 76
2022
Q2 		$1.79M Buy
91,974
+282
+0.3% +$6.03K 0.19% 76
2022
Q1 		$2.17M Buy
91,692
+13,432
+17% +$317K 0.21% 63
2021
Q4 		$2M Buy
78,260
+1,160
+2% +$30K 0.2% 60
2021
Q3 		$1.93M Sell
77,100
-3,452
-4% -$87.7K 0.21% 56
2021
Q2 		$2.05M Sell
80,552
-1,244
-2% -$31.8K 0.23% 56
2021
Q1 		$2.04M Sell
81,796
-4,660
-5% -$115K 0.29% 48
2020
Q4 		$2.03M Sell
86,456
-6,240
-7% -$124K 0.31% 47
2020
Q3 		$1.58M Buy
92,696
+5,280
+6% +$90.9K 0.3% 42
2020
Q2 		$1.43M Sell
87,416
-3,672
-4% -$55K 0.3% 43
2020
Q1 		$1.17M Buy
91,088
+7,608
+9% +$129K 0.32% 36
2019
Q4 		$1.58M Buy
83,480
+8,060
+11% +$146K 0.38% 35
2019
Q3 		$1.31M Buy
75,420
+816
+1% +$14.4K 0.36% 34
2019
Q2 		$1.33M Buy
74,604
+2,860
+4% +$50.6K 0.4% 32
2019
Q1 		$1.25M Sell
71,744
-248
-0.3% -$4.24K 0.42% 32
2018
Q4 		$1.09M Sell
71,992
-221,324
-75% -$3.74M 0.43% 33
2018
Q3 		$5.47M Buy
293,316
+9,832
+3% +$187K 2.01% 12
2018
Q2 		$5.21M Buy
283,484
+18,548
+7% +$336K 2.12% 12
2018
Q1 		$4.58M Buy
264,936
+48,816
+23% +$861K 2.1% 12
2017
Q4 		$3.64M Hold
216,120
– – 2.57% 12
2017
Q3 		$3.64M Buy
216,120
+19,648
+10% +$316K 2.57% 12
2017
Q2 		$3.14M Buy
196,472
+27,012
+16% +$427K 2.55% 12
2017
Q1 		$2.67M Buy
169,460
+4,308
+3% +$67.5K 2.5% 12
2016
Q4 		$2.54M Buy
+165,152
New +$2.43M 2.51% 13

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

McAdam LLC's SCHA Position: Q2 2026 in Review

McAdam LLC reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 29% in Q2 2026, selling an estimated $790K and leaving 58,330 shares worth $2.11M. The position accounts for 0.08% of the portfolio, ranked #104.

McAdam LLC first reported a position in SCHA in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.47M in Q3 2018. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • McAdam LLC held 58,330 shares of Schwab U.S Small- Cap ETF worth $2.11M as of Q2 2026.
  • McAdam LLC sold 23,901 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $790K.
  • Schwab U.S Small- Cap ETF made up 0.08% of McAdam LLC's portfolio in Q2 2026, its #104 holding.
  • McAdam LLC first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • McAdam LLC's Schwab U.S Small- Cap ETF position peaked at $5.47M in Q3 2018.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.