McAdam LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McAdam LLC’s Portfolio SCHM Stock Details SCHM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.86M	Buy	101,998 +809	+0.8%	+$22.7K	0.16%	75
2025 Q1	$2.65M	Buy	101,189 +15,905	+19%	+$417K	0.16%	77
2024 Q4	$2.36M	Buy	85,284 +68,889	+420%	+$1.91M	0.13%	87
2024 Q3	$1.36M	Buy	16,395 +1,008	+7%	+$83.8K	0.08%	112
2024 Q2	$1.2M	Sell	15,387 -1,157	-7%	-$90K	0.07%	108
2024 Q1	$1.35M	Buy	16,544 +62	+0.4%	+$5.05K	0.09%	96
2023 Q4	$1.24M	Sell	16,482 -796	-5%	-$60K	0.09%	96
2023 Q3	$1.17M	Sell	17,278 -2,007	-10%	-$136K	0.1%	97
2023 Q2	$1.37M	Sell	19,285 -4,698	-20%	-$334K	0.11%	94
2023 Q1	$1.63M	Buy	23,983 +8,689	+57%	+$590K	0.15%	90
2022 Q4	$1.23M	Sell	15,294 -4,225	-22%	-$340K	0.12%	70
2022 Q3	$1.18M	Sell	19,519 -976	-5%	-$59.1K	0.13%	93
2022 Q2	$1.29M	Buy	20,495 +4,803	+31%	+$301K	0.14%	90
2022 Q1	$1.19M	Buy	15,692 +398	+3%	+$30.2K	0.11%	74
2021 Q4	$1.23M	Sell	15,294 -4,389	-22%	-$353K	0.12%	70
2021 Q3	$1.51M	Sell	19,683 -1,037	-5%	-$79.5K	0.17%	64
2021 Q2	$1.63M	Sell	20,720 -2,303	-10%	-$181K	0.18%	62
2021 Q1	$1.71M	Buy	23,023 +794	+4%	+$59.1K	0.24%	56
2020 Q4	$1.58M	Buy	22,229 +497	+2%	+$35.2K	0.24%	53
2020 Q3	$1.21M	Buy	21,732 +2,914	+15%	+$162K	0.23%	48
2020 Q2	$990K	Sell	18,818 -790	-4%	-$41.6K	0.21%	49
2020 Q1	$827K	Buy	19,608 +1,458	+8%	+$61.5K	0.22%	41
2019 Q4	$1.09M	Buy	18,150 +357	+2%	+$21.5K	0.26%	37
2019 Q3	$1.01M	Buy	17,793 +5,552	+45%	+$314K	0.27%	36
2019 Q2	$699K	Buy	12,241 +1,714	+16%	+$97.9K	0.21%	39
2019 Q1	$583K	Buy	10,527 +3,112	+42%	+$172K	0.19%	42
2018 Q4	$355K	Buy	7,415 +5,598	+308%	+$268K	0.14%	45
2018 Q3	$104K	Sell	1,817 -46	-2%	-$2.63K	0.04%	101
2018 Q2	$102K	Sell	1,863 -89	-5%	-$4.87K	0.04%	98
2018 Q1	$103K	Buy	+1,952	New	+$103K	0.05%	97
2017 Q2	–	Sell	-4,254	Closed	-$201K	–	47
2017 Q1	$201K	Sell	4,254 -1,264	-23%	-$59.7K	0.19%	45
2016 Q4	$249K	Buy	+5,518	New	+$249K	0.25%	43