McAdam LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.82M | Sell |
103,573
-3,930
| -4% | -$135K | 0.15% | 71 |
|
|
2026
Q1 | $3.33M | Buy |
107,503
+748
| +0.7% | +$23.8K | 0.15% | 85 |
|
|
2025
Q4 | $3.21M | Buy |
106,755
+3,736
| +4% | +$111K | 0.15% | 82 |
|
|
2025
Q3 | $3.05M | Buy |
103,019
+1,021
| +1% | +$29.7K | 0.15% | 80 |
|
|
2025
Q2 | $2.86M | Buy |
101,998
+809
| +0.8% | +$21.3K | 0.16% | 75 |
|
|
2025
Q1 | $2.65M | Buy |
101,189
+15,905
| +19% | +$443K | 0.16% | 77 |
|
|
2024
Q4 | $2.36M | Buy |
85,284
+36,099
| +73% | +$1.03M | 0.13% | 87 |
|
|
2024
Q3 | $1.36M | Buy |
49,185
+3,024
| +7% | +$80.4K | 0.08% | 112 |
|
|
2024
Q2 | $1.2M | Sell |
46,161
-3,471
| -7% | -$90.8K | 0.07% | 108 |
|
|
2024
Q1 | $1.35M | Buy |
49,632
+186
| +0.4% | +$4.74K | 0.09% | 96 |
|
|
2023
Q4 | $1.24M | Sell |
49,446
-2,388
| -5% | -$54.7K | 0.09% | 96 |
|
|
2023
Q3 | $1.17M | Sell |
51,834
-6,021
| -10% | -$143K | 0.1% | 97 |
|
|
2023
Q2 | $1.37M | Sell |
57,855
-14,094
| -20% | -$318K | 0.11% | 94 |
|
|
2023
Q1 | $1.63M | Buy |
71,949
+26,067
| +57% | +$600K | 0.15% | 90 |
|
|
2022
Q4 | $1.23M | Sell |
45,882
-12,675
| -22% | -$278K | 0.12% | 70 |
|
|
2022
Q3 | $1.18M | Sell |
58,557
-2,928
| -5% | -$65.3K | 0.13% | 93 |
|
|
2022
Q2 | $1.29M | Buy |
61,485
+14,409
| +31% | +$332K | 0.14% | 90 |
|
|
2022
Q1 | $1.19M | Buy |
47,076
+1,194
| +3% | +$29.9K | 0.11% | 74 |
|
|
2021
Q4 | $1.23M | Sell |
45,882
-13,167
| -22% | -$351K | 0.12% | 70 |
|
|
2021
Q3 | $1.51M | Sell |
59,049
-3,111
| -5% | -$81.3K | 0.17% | 64 |
|
|
2021
Q2 | $1.63M | Sell |
62,160
-6,909
| -10% | -$178K | 0.18% | 62 |
|
|
2021
Q1 | $1.71M | Buy |
69,069
+2,382
| +4% | +$57.8K | 0.24% | 56 |
|
|
2020
Q4 | $1.57M | Buy |
66,687
+1,491
| +2% | +$31.1K | 0.24% | 53 |
|
|
2020
Q3 | $1.21M | Buy |
65,196
+8,742
| +15% | +$162K | 0.23% | 48 |
|
|
2020
Q2 | $990K | Sell |
56,454
-2,370
| -4% | -$38.6K | 0.21% | 49 |
|
|
2020
Q1 | $827K | Buy |
58,824
+4,374
| +8% | +$80.1K | 0.22% | 41 |
|
|
2019
Q4 | $1.09M | Buy |
54,450
+1,071
| +2% | +$20.7K | 0.26% | 37 |
|
|
2019
Q3 | $1.01M | Buy |
53,379
+16,656
| +45% | +$315K | 0.27% | 36 |
|
|
2019
Q2 | $699K | Buy |
36,723
+5,142
| +16% | +$96.2K | 0.21% | 39 |
|
|
2019
Q1 | $583K | Buy |
31,581
+9,336
| +42% | +$167K | 0.19% | 42 |
|
|
2018
Q4 | $355K | Buy |
22,245
+16,794
| +308% | +$293K | 0.14% | 45 |
|
|
2018
Q3 | $104K | Sell |
5,451
-138
| -2% | -$2.63K | 0.04% | 101 |
|
|
2018
Q2 | $102K | Sell |
5,589
-267
| -5% | -$4.83K | 0.04% | 98 |
|
|
2018
Q1 | $103K | Buy |
+5,856
| New | +$105K | 0.05% | 97 |
|
|
2017
Q2 | – | Sell |
-12,762
| Closed | -$201K | – | 47 |
|
|
2017
Q1 | $201K | Sell |
12,762
-3,792
| -23% | -$59.1K | 0.19% | 45 |
|
|
2016
Q4 | $249K | Buy |
+16,554
| New | +$242K | 0.25% | 43 |
|
Other funds holding SCHM
MGIA
AA
LWMT
McAdam LLC's SCHM Position: Q2 2026 in Review
McAdam LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q2 2026, selling an estimated $135K and leaving 103,573 shares worth $3.82M. The position accounts for 0.15% of the portfolio, ranked #71.
McAdam LLC first reported a position in SCHM in Q4 2016 and has held it in 36 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- McAdam LLC held 103,573 shares of Schwab US Mid-Cap ETF worth $3.82M as of Q2 2026.
- McAdam LLC sold 3,930 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $135K.
- Schwab US Mid-Cap ETF made up 0.15% of McAdam LLC's portfolio in Q2 2026, its #71 holding.
- McAdam LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.