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
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