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McAdam, LLC: SCHD position timeline

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

McAdam, LLC held 52,518 SCHD 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 52,518 shares
    Change vs previous 13F -79,517 shares

    0.06% of the 13F portfolio, value $1,665,349.

    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 132,035 shares
    Change vs previous 13F +1,681 shares

    0.18% of the 13F portfolio, value $4,050,844.

    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 130,354 shares
    Change vs previous 13F -3,505 shares

    0.16% of the 13F portfolio, value $3,575,615.

    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 133,859 shares
    Change vs previous 13F -5,864 shares

    0.18% of the 13F portfolio, value $3,654,354.

    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 139,723 shares
    Change vs previous 13F -7,450 shares

    0.2% of the 13F portfolio, value $3,702,667.

    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 147,173 shares
    Change vs previous 13F +2,103 shares

    0.25% of the 13F portfolio, value $4,114,964.

    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 145,070 shares
    Change vs previous 13F +95,742 shares

    0.22% of the 13F portfolio, value $3,963,303.

    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 49,328 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,169,669.

    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).