McAdam LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $261M | Buy |
10,166,832
+230,470
| +2% | +$6.18M | 11.74% | 2 |
|
|
2025
Q4 | $267M | Buy |
9,936,362
+302,734
| +3% | +$8.08M | 12.24% | 1 |
|
|
2025
Q3 | $254M | Buy |
9,633,628
+329,547
| +4% | +$8.37M | 12.5% | 1 |
|
|
2025
Q2 | $227M | Buy |
9,304,081
+122,233
| +1% | +$2.76M | 12.45% | 1 |
|
|
2025
Q1 | $203M | Sell |
9,181,848
-1,157,756
| -11% | -$27M | 12.54% | 1 |
|
|
2024
Q4 | $240M | Buy |
10,339,604
+348,845
| +3% | +$8.13M | 13.08% | 1 |
|
|
2024
Q3 | $226M | Buy |
9,990,759
+334,149
| +3% | +$7.28M | 12.68% | 1 |
|
|
2024
Q2 | $207M | Buy |
9,656,610
+507,882
| +6% | +$10.5M | 12.44% | 1 |
|
|
2024
Q1 | $189M | Buy |
9,148,728
+496,638
| +6% | +$9.78M | 12.13% | 1 |
|
|
2023
Q4 | $163M | Buy |
8,652,090
+320,004
| +4% | +$5.62M | 11.73% | 1 |
|
|
2023
Q3 | $141M | Buy |
8,332,086
+390,417
| +5% | +$6.85M | 11.52% | 1 |
|
|
2023
Q2 | $139M | Buy |
7,941,669
+280,353
| +4% | +$4.63M | 11.44% | 1 |
|
|
2023
Q1 | $124M | Buy |
7,661,316
+4,138,242
| +117% | +$65.1M | 11.12% | 1 |
|
|
2022
Q4 | $134M | Sell |
3,523,074
-3,782,013
| -52% | -$57.2M | 13.18% | 1 |
|
|
2022
Q3 | $103M | Buy |
7,305,087
+198,417
| +3% | +$3.11M | 11.18% | 1 |
|
|
2022
Q2 | $106M | Sell |
7,106,670
-559,659
| -7% | -$9.07M | 11.19% | 1 |
|
|
2022
Q1 | $138M | Buy |
7,666,329
+620,181
| +9% | +$11M | 13.01% | 1 |
|
|
2021
Q4 | $134M | Buy |
7,046,148
+438,354
| +7% | +$8.1M | 13.18% | 1 |
|
|
2021
Q3 | $115M | Buy |
6,607,794
+283,986
| +4% | +$5.06M | 12.73% | 1 |
|
|
2021
Q2 | $113M | Buy |
6,323,808
+857,262
| +16% | +$14.5M | 12.79% | 1 |
|
|
2021
Q1 | $87.5M | Buy |
5,466,546
+296,976
| +6% | +$4.65M | 12.34% | 1 |
|
|
2020
Q4 | $79.6M | Buy |
5,169,570
+343,068
| +7% | +$4.91M | 12.18% | 1 |
|
|
2020
Q3 | $64.9M | Buy |
4,826,502
+166,536
| +4% | +$2.21M | 12.33% | 1 |
|
|
2020
Q2 | $57.6M | Buy |
4,659,966
+176,994
| +4% | +$2.06M | 12.23% | 1 |
|
|
2020
Q1 | $45.8M | Buy |
4,482,972
+272,454
| +6% | +$3.31M | 12.3% | 1 |
|
|
2019
Q4 | $53.9M | Buy |
4,210,518
+293,010
| +7% | +$3.59M | 13.02% | 1 |
|
|
2019
Q3 | $46.3M | Buy |
3,917,508
+524,550
| +15% | +$6.18M | 12.62% | 1 |
|
|
2019
Q2 | $39.7M | Buy |
3,392,958
+221,052
| +7% | +$2.54M | 11.86% | 1 |
|
|
2019
Q1 | $35.7M | Buy |
3,171,906
+194,088
| +7% | +$2.1M | 11.86% | 1 |
|
|
2018
Q4 | $29.6M | Buy |
2,977,818
+209,622
| +8% | +$2.25M | 11.7% | 1 |
|
|
2018
Q3 | $32.2M | Buy |
2,768,196
+141,774
| +5% | +$1.61M | 11.81% | 1 |
|
|
2018
Q2 | $28.4M | Buy |
2,626,422
+229,506
| +10% | +$2.47M | 11.58% | 1 |
|
|
2018
Q1 | $25.2M | Buy |
2,396,916
+465,198
| +24% | +$5.06M | 11.57% | 1 |
|
|
2017
Q4 | $19.3M | Hold |
1,931,718
| – | – | 13.65% | 1 |
|
|
2017
Q3 | $19.3M | Buy |
1,931,718
+187,278
| +11% | +$1.84M | 13.65% | 1 |
|
|
2017
Q2 | $16.8M | Buy |
1,744,440
+187,338
| +12% | +$1.79M | 13.65% | 1 |
|
|
2017
Q1 | $14.6M | Buy |
1,557,102
+25,140
| +2% | +$232K | 13.69% | 1 |
|
|
2016
Q4 | $13.6M | Buy |
+1,531,962
| New | +$13.3M | 13.47% | 2 |
|
Other funds holding SCHX
HSA
MGIA
SFG
