McAdam, LLC SCHG Holdings History
McAdam, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, McAdam, LLC held 6.81 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $198.83 Mil. This investment constitutes 10.89% of their stock portfolio, and McAdam, LLC now holds 0.45% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2018Q2. And since then McAdam, LLC has made 26 purchases of SCHG, at an average price of $35.37, for a total of 8.56 Mil shares. In addition, there have been 3 sales at an average price of $41.67 for 1.76 Mil shares. Based on historical transaction data and SCHG's current price of $29.94, McAdam, LLC's estimated gain on his SCHG holdings is $-25.87 Mil, reflecting a -8.54% gain to date.
McAdam, LLC SCHG ($29.94) Holding Chart
McAdam, LLC SCHG ($29.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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