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Disclosery

McAdam, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McAdam, LLC on SCHB, newest first. How the timeline and the estimate are built.

McAdam, LLC held 25,519 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,519 shares
    Change vs previous 13F -425 shares

    0.03% of the 13F portfolio, value $739,025.

    13F-HR 0001580642-26-004862 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,944 shares
    Change vs previous 13F -417 shares

    0.03% of the 13F portfolio, value $651,196.

    13F-HR 0001580642-26-003102 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,361 shares
    Change vs previous 13F -152 shares

    0.03% of the 13F portfolio, value $691,452.

    13F-HR 0001580642-26-001071 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,513 shares
    Change vs previous 13F -1,079 shares

    0.03% of the 13F portfolio, value $681,637.

    13F-HR 0001580642-25-006815 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,592 shares
    Change vs previous 13F +1,439 shares

    0.04% of the 13F portfolio, value $657,524.

    13F-HR 0001580642-25-004274 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,153 shares
    Change vs previous 13F -3,630 shares

    0.03% of the 13F portfolio, value $563,070.

    13F-HR 0001580642-25-003207 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,783 shares
    Change vs previous 13F +14,193 shares

    0.04% of the 13F portfolio, value $676,070.

    13F-HR 0001580642-25-000421 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,037,079.

    13F-HR 0001580642-24-006273 filed by McAdam, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).