McAdam LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Buy |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $984K | Sell |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $733K | Buy |
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|
2023
Q3 | $528K | Buy |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $229K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $972K | Buy |
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|
2020
Q2 | $880K | Buy |
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|
2020
Q1 | $700K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $117K | Buy |
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|
2018
Q2 | $58K | Sell |
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|
2018
Q1 | $57K | Buy |
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