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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
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% -$9.95K 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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McAdam LLC's SCHK Position: Q2 2026 in Review

McAdam LLC reduced its Schwab 1000 Index ETF (SCHK) stake by 39% in Q2 2026, selling an estimated $409K and leaving 18,227 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #228.

McAdam LLC first reported a position in SCHK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.86M in Q2 2022. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • McAdam LLC held 18,227 shares of Schwab 1000 Index ETF worth $657K as of Q2 2026.
  • McAdam LLC sold 11,700 Schwab 1000 Index ETF shares in Q2 2026, an estimated $409K.
  • Schwab 1000 Index ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #228 holding.
  • McAdam LLC first reported a position in Schwab 1000 Index ETF in Q2 2022 and has held it in 16 quarters since.
  • McAdam LLC's Schwab 1000 Index ETF position peaked at $1.86M in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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