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Disclosery

McAdam, LLC: SCHX position timeline

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

McAdam, LLC held 10,922,591 SCHX 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 10,922,591 shares
    Change vs previous 13F +755,759 shares

    12.42% of the 13F portfolio, value $321,451,859.

    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 10,166,832 shares
    Change vs previous 13F +230,470 shares

    11.74% of the 13F portfolio, value $260,677,575.

    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 9,936,362 shares
    Change vs previous 13F +302,734 shares

    12.24% of the 13F portfolio, value $267,387,505.

    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 9,633,628 shares
    Change vs previous 13F +329,547 shares

    12.5% of the 13F portfolio, value $253,749,765.

    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 9,304,081 shares
    Change vs previous 13F +122,233 shares

    12.45% of the 13F portfolio, value $227,391,748.

    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 9,181,848 shares
    Change vs previous 13F -1,157,756 shares

    12.55% of the 13F portfolio, value $202,735,194.

    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 10,339,604 shares
    Change vs previous 13F +7,009,351 shares

    13.08% of the 13F portfolio, value $239,672,017.

    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 3,330,253 shares
    Change vs previous 13F not available

    12.68% of the 13F portfolio, value $225,957,687.

    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).