ML
McAdam LLC’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
31,079
+18,162
| +141% | +$542K | 0.05% | 144 |
|
|
2025
Q1 | $348K | Sell |
12,917
-4,966
| -28% | -$134K | 0.02% | 236 |
|
|
2024
Q4 | $506K | Buy |
17,883
+8,603
| +93% | +$244K | 0.03% | 205 |
|
|
2024
Q3 | $513K | Sell |
9,280
-268
| -3% | -$14.8K | 0.03% | 195 |
|
|
2024
Q2 | $500K | Sell |
9,548
-197
| -2% | -$10.3K | 0.03% | 178 |
|
|
2024
Q1 | $494K | Buy |
9,745
+60
| +0.6% | +$3.04K | 0.03% | 172 |
|
|
2023
Q4 | $446K | Sell |
9,685
-316
| -3% | -$14.6K | 0.03% | 170 |
|
|
2023
Q3 | $413K | Buy |
10,001
+115
| +1% | +$4.75K | 0.03% | 173 |
|
|
2023
Q2 | $423K | Buy |
9,886
+2,662
| +37% | +$114K | 0.03% | 168 |
|
|
2023
Q1 | $286K | Buy |
+7,224
| New | +$286K | 0.03% | 207 |
|
|
2022
Q4 | – | Sell |
-47,110
| Closed | -$1.63M | – | 217 |
|
|
2022
Q3 | $1.63M | Sell |
47,110
-3,849
| -8% | -$133K | 0.18% | 78 |
|
|
2022
Q2 | $1.86M | Buy |
+50,959
| New | +$1.86M | 0.2% | 74 |
|