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McAdam LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

McAdam LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$739K Sell
25,519
-425
-2% -$11.9K 0.03% 211
2026
Q1 		$651K Sell
25,944
-417
-2% -$10.9K 0.03% 210
2025
Q4 		$691K Sell
26,361
-152
-0.6% -$3.96K 0.03% 192
2025
Q3 		$682K Sell
26,513
-1,079
-4% -$26.7K 0.03% 179
2025
Q2 		$658K Buy
27,592
+1,439
+6% +$31.7K 0.04% 175
2025
Q1 		$563K Sell
26,153
-3,630
-12% -$82.6K 0.03% 177
2024
Q4 		$676K Sell
29,783
-16,987
-36% -$388K 0.04% 166
2024
Q3 		$1.04M Sell
46,770
-189
-0.4% -$4.04K 0.06% 129
2024
Q2 		$984K Sell
46,959
-2,922
-6% -$59.2K 0.06% 121
2024
Q1 		$1.02M Buy
49,881
+10,362
+26% +$201K 0.07% 117
2023
Q4 		$733K Buy
39,519
+7,719
+24% +$133K 0.05% 129
2023
Q3 		$528K Buy
31,800
+5,187
+19% +$89.8K 0.04% 152
2023
Q2 		$459K Sell
26,613
-615
-2% -$10K 0.04% 161
2023
Q1 		$434K Buy
27,228
+21,159
+349% +$331K 0.04% 160
2022
Q4 		$229K Buy
+6,069
New +$91.2K 0.02% 164
2022
Q2 		– Sell
-14,493
Closed -$258K – 236
2022
Q1 		$258K Buy
14,493
+2,355
+19% +$41.3K 0.02% 176
2021
Q4 		$229K Buy
+12,138
New +$223K 0.02% 164
2021
Q1 		– Sell
-67,470
Closed -$1.04M – 169
2020
Q4 		$1.04M Sell
67,470
-5,760
-8% -$82K 0.16% 63
2020
Q3 		$972K Buy
73,230
+1,344
+2% +$17.7K 0.18% 51
2020
Q2 		$880K Buy
71,886
+2,334
+3% +$26.9K 0.19% 51
2020
Q1 		$700K Buy
+69,552
New +$842K 0.19% 44
2018
Q4 		– Sell
-9,978
Closed -$117K – 500
2018
Q3 		$117K Buy
9,978
+4,686
+89% +$54K 0.04% 95
2018
Q2 		$58K Sell
5,292
-24
-0.5% -$262 0.02% 137
2018
Q1 		$57K Buy
+5,316
New +$58.4K 0.03% 141

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

McAdam LLC's SCHB Position: Q2 2026 in Review

McAdam LLC reduced its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, selling an estimated $11.9K and leaving 25,519 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #211.

McAdam LLC first reported a position in SCHB in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.04M in Q4 2020. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • McAdam LLC held 25,519 shares of Schwab US Broad Market ETF worth $739K as of Q2 2026.
  • McAdam LLC sold 425 Schwab US Broad Market ETF shares in Q2 2026, an estimated $11.9K.
  • Schwab US Broad Market ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #211 holding.
  • McAdam LLC first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 24 quarters since.
  • McAdam LLC's Schwab US Broad Market ETF position peaked at $1.04M in Q4 2020.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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