McAdam LLC
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McAdam LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

McAdam LLC’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$662K Sell
18,053
-174
-1% -$6.37K 0.02% 233
2026
Q2 		$657K Sell
18,227
-11,700
-39% -$409K 0.03% 228
2026
Q1 		$938K Sell
29,927
-730
-2% -$23.9K 0.04% 164
2025
Q4 		$1.01M Sell
30,657
-411
-1% -$13.4K 0.05% 157
2025
Q3 		$998K Sell
31,068
-11
-0% -$340 0.05% 144
2025
Q2 		$927K Buy
31,079
+18,162
+141% +$501K 0.05% 144
2025
Q1 		$348K Sell
12,917
-4,966
-28% -$141K 0.02% 236
2024
Q4 		$506K Sell
17,883
-677
-4% -$19.3K 0.03% 205
2024
Q3 		$513K Sell
18,560
-536
-3% -$14.3K 0.03% 195
2024
Q2 		$500K Sell
19,096
-394
-2% -$10K 0.03% 178
2024
Q1 		$494K Buy
19,490
+120
+0.6% +$2.89K 0.03% 172
2023
Q4 		$446K Sell
19,370
-632
-3% -$13.6K 0.03% 170
2023
Q3 		$413K Buy
20,002
+230
+1% +$4.94K 0.03% 173
2023
Q2 		$423K Buy
19,772
+5,324
+37% +$108K 0.03% 168
2023
Q1 		$286K Buy
+14,448
New +$279K 0.03% 207
2022
Q4 		– Sell
-94,220
Closed -$1.63M – 218
2022
Q3 		$1.63M Sell
94,220
-7,698
-8% -$148K 0.18% 78
2022
Q2 		$1.86M Buy
+101,918
New +$2.02M 0.2% 74

Other funds holding SCHK

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

McAdam LLC's SCHK Position: Q3 2026 in Review

McAdam LLC reduced its Schwab 1000 Index ETF (SCHK) stake by 0.95% in Q3 2026, selling an estimated $6.37K and leaving 18,053 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #233.

McAdam LLC first reported a position in SCHK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.86M in Q2 2022. 80 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • McAdam LLC held 18,053 shares of Schwab 1000 Index ETF worth $662K as of Q3 2026.
  • McAdam LLC sold 174 Schwab 1000 Index ETF shares in Q3 2026, an estimated $6.37K.
  • Schwab 1000 Index ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #233 holding.
  • McAdam LLC first reported a position in Schwab 1000 Index ETF in Q2 2022 and has held it in 17 quarters since.
  • McAdam LLC's Schwab 1000 Index ETF position peaked at $1.86M in Q2 2022.
  • 80 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.