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McAdam LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

McAdam LLC’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,000
Closed -$925 – 540
2026
Q1 		$925 Buy
+1,000
New +$30.3K ﹤0.01% 446

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

McAdam LLC's SCHD Position: Q2 2026 in Review

McAdam LLC reduced its Schwab US Dividend Equity ETF (SCHD) stake by 60% in Q2 2026, selling an estimated $2.52M and leaving 52,518 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #120.

McAdam LLC first reported a position in SCHD in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.45M in Q1 2024. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • McAdam LLC held 52,518 shares of Schwab US Dividend Equity ETF worth $1.67M as of Q2 2026.
  • McAdam LLC sold 79,517 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $2.52M.
  • Schwab US Dividend Equity ETF made up 0.06% of McAdam LLC's portfolio in Q2 2026, its #120 holding.
  • McAdam LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2016 and has held it in 39 quarters since.
  • McAdam LLC's Schwab US Dividend Equity ETF position peaked at $4.45M in Q1 2024.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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