McAdam, LLC SCHX Holdings History

Number of Shares
9.30 Mil
Current Holdings Value*
$227.39 Mil
% of Portfolio
12.45%
Total Estimate Gain
$-36.27 Mil
% of Total Estimate Gain
-10.01%

McAdam, LLC's Schwab U.S. Large-Cap ETF Holding Summary

As of 2025-06-30, McAdam, LLC held 9.30 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $227.39 Mil. This investment constitutes 12.45% of their stock portfolio, and McAdam, LLC now holds 0.41% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.

The initial trade took place in 2018Q2. And since then McAdam, LLC has made 26 purchases of SCHX, at an average price of $30.42, for a total of 11.91 Mil shares. In addition, there have been 3 sales at an average price of $35.72 for 2.60 Mil shares. Based on historical transaction data and SCHX's current price of $25.03, McAdam, LLC's estimated gain on his SCHX holdings is $-36.27 Mil, reflecting a -10.01% gain to date.

McAdam, LLC SCHX ($25.03) Holding Chart

McAdam, LLC SCHX ($25.03) 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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