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Disclosery

McAdam, LLC: SCHZ position timeline

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

McAdam, LLC held 2,609,832 SCHZ 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 2,609,832 shares
    Change vs previous 13F +618,992 shares

    2.33% of the 13F portfolio, value $60,365,420.

    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 1,990,840 shares
    Change vs previous 13F +74,795 shares

    2.08% of the 13F portfolio, value $46,227,313.

    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 1,916,045 shares
    Change vs previous 13F +136,540 shares

    2.05% of the 13F portfolio, value $44,777,974.

    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 1,779,505 shares
    Change vs previous 13F +72,453 shares

    2.06% of the 13F portfolio, value $41,764,989.

    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 1,707,052 shares
    Change vs previous 13F -946,901 shares

    2.17% of the 13F portfolio, value $39,671,879.

    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 2,653,953 shares
    Change vs previous 13F -114,190 shares

    3.8% of the 13F portfolio, value $61,465,550.

    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 2,768,143 shares
    Change vs previous 13F +1,344,215 shares

    3.43% of the 13F portfolio, value $62,836,835.

    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 1,423,928 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $67,665,082.

    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).