ML
McAdam LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
27,592
+1,439
| +6% | +$34.3K | 0.04% | 175 |
|
|
2025
Q1 | $563K | Sell |
26,153
-3,630
| -12% | -$78.2K | 0.03% | 177 |
|
|
2024
Q4 | $676K | Buy |
29,783
+14,193
| +91% | +$322K | 0.04% | 166 |
|
|
2024
Q3 | $1.04M | Sell |
15,590
-63
| -0.4% | -$4.19K | 0.06% | 129 |
|
|
2024
Q2 | $984K | Sell |
15,653
-974
| -6% | -$61.2K | 0.06% | 121 |
|
|
2024
Q1 | $1.02M | Buy |
16,627
+3,454
| +26% | +$211K | 0.07% | 117 |
|
|
2023
Q4 | $733K | Buy |
13,173
+2,573
| +24% | +$143K | 0.05% | 129 |
|
|
2023
Q3 | $528K | Buy |
10,600
+1,729
| +19% | +$86.2K | 0.04% | 152 |
|
|
2023
Q2 | $459K | Sell |
8,871
-205
| -2% | -$10.6K | 0.04% | 161 |
|
|
2023
Q1 | $434K | Buy |
9,076
+7,053
| +349% | +$337K | 0.04% | 160 |
|
|
2022
Q4 | $229K | Buy |
+2,023
| New | +$229K | 0.02% | 164 |
|
|
2022
Q2 | – | Sell |
-4,831
| Closed | -$258K | – | 236 |
|
|
2022
Q1 | $258K | Buy |
4,831
+2,808
| +139% | +$150K | 0.02% | 176 |
|
|
2021
Q4 | $229K | Buy |
+2,023
| New | +$229K | 0.02% | 164 |
|
|
2021
Q1 | – | Sell |
-11,245
| Closed | -$1.04M | – | 168 |
|
|
2020
Q4 | $1.04M | Sell |
11,245
-960
| -8% | -$89K | 0.16% | 63 |
|
|
2020
Q3 | $972K | Buy |
12,205
+224
| +2% | +$17.8K | 0.18% | 51 |
|
|
2020
Q2 | $880K | Buy |
11,981
+389
| +3% | +$28.6K | 0.19% | 51 |
|
|
2020
Q1 | $700K | Buy |
+11,592
| New | +$700K | 0.19% | 44 |
|
|
2018
Q4 | – | Sell |
-1,663
| Closed | -$117K | – | 501 |
|
|
2018
Q3 | $117K | Buy |
1,663
+781
| +89% | +$54.9K | 0.04% | 95 |
|
|
2018
Q2 | $58K | Sell |
882
-4
| -0.5% | -$263 | 0.02% | 137 |
|
|
2018
Q1 | $57K | Buy |
+886
| New | +$57K | 0.03% | 141 |
|