Madden Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $604K | Sell |
20,776
-4,984
| -19% | -$149K | 0.24% | 74 |
|
|
2025
Q4 | $734K | Sell |
25,760
-10
| -0% | -$282 | 0.3% | 63 |
|
|
2025
Q3 | $719K | Sell |
25,770
-206
| -0.8% | -$5.51K | 0.28% | 62 |
|
|
2025
Q2 | $657K | Buy |
25,976
+151
| +0.6% | +$3.57K | 0.28% | 62 |
|
|
2025
Q1 | $605K | Sell |
25,825
-572
| -2% | -$14.6K | 0.28% | 62 |
|
|
2024
Q4 | $683K | Sell |
26,397
-119
| -0.4% | -$3.17K | 0.32% | 55 |
|
|
2024
Q3 | $683K | Buy |
26,516
+2,364
| +10% | +$58.7K | 0.31% | 59 |
|
|
2024
Q2 | $573K | Sell |
24,152
-268
| -1% | -$6.35K | 0.29% | 58 |
|
|
2024
Q1 | $601K | Buy |
24,420
+1,136
| +5% | +$26.6K | 0.32% | 58 |
|
|
2023
Q4 | $550K | Buy |
23,284
+1,696
| +8% | +$35.7K | 0.31% | 56 |
|
|
2023
Q3 | $447K | Buy |
21,588
+2,306
| +12% | +$50.6K | 0.28% | 57 |
|
|
2023
Q2 | $422K | Buy |
19,282
+2
| +0% | +$42 | 0.27% | 60 |
|
|
2023
Q1 | $404K | Buy |
19,280
+2
| +0% | +$43 | 0.28% | 60 |
|
|
2022
Q4 | $390K | Buy |
19,278
+106
| +0.6% | +$2.17K | 0.29% | 61 |
|
|
2022
Q3 | $362K | Buy |
19,172
+568
| +3% | +$11.9K | 0.29% | 61 |
|
|
2022
Q2 | $363K | Buy |
18,604
+2,920
| +19% | +$62.4K | 0.27% | 63 |
|
|
2022
Q1 | $371K | Buy |
15,684
+232
| +2% | +$5.48K | 0.25% | 56 |
|
|
2021
Q4 | $396K | Buy |
15,452
+4,380
| +40% | +$113K | 0.26% | 56 |
|
|
2021
Q3 | $277K | Buy |
11,072
+60
| +0.5% | +$1.52K | 0.2% | 65 |
|
|
2021
Q2 | $287K | Sell |
11,012
-652
| -6% | -$16.7K | 0.21% | 60 |
|
|
2021
Q1 | $291K | Sell |
11,664
-3,716
| -24% | -$91.4K | 0.23% | 57 |
|
|
2020
Q4 | $342K | Sell |
15,380
-3,996
| -21% | -$79.6K | 0.29% | 52 |
|
|
2020
Q3 | $330K | Sell |
19,376
-7,912
| -29% | -$136K | 0.31% | 49 |
|
|
2020
Q2 | $445K | Sell |
27,288
-2,148
| -7% | -$32.2K | 0.46% | 37 |
|
|
2020
Q1 | $379K | Sell |
29,436
-193,436
| -87% | -$3.29M | 0.26% | 57 |
|
|
2019
Q4 | $4.21M | Sell |
222,872
-4,664
| -2% | -$84.4K | 2.76% | 8 |
|
|
2019
Q3 | $3.97M | Sell |
227,536
-22,488
| -9% | -$397K | 2.83% | 9 |
|
|
2019
Q2 | $4.47M | Sell |
250,024
-47,984
| -16% | -$848K | 2.79% | 8 |
|
|
2019
Q1 | $5.21M | Buy |
298,008
+304
| +0.1% | +$5.2K | 2.79% | 7 |
|
|
2018
Q4 | $4.52M | Buy |
297,704
+5,816
| +2% | +$98.3K | 2.73% | 7 |
|
|
2018
Q3 | $5.56M | Sell |
291,888
-220,792
| -43% | -$4.21M | 3.36% | 7 |
|
|
2018
Q2 | $9.43M | Buy |
512,680
+41,828
| +9% | +$757K | 5.99% | 1 |
|
|
2018
Q1 | $8.14M | Buy |
470,852
+29,236
| +7% | +$515K | 4.94% | 3 |
|
|
2017
Q4 | $7.7M | Buy |
441,616
+26,148
| +6% | +$448K | 4.65% | 3 |
|
|
2017
Q3 | $7M | Buy |
415,468
+8,500
| +2% | +$137K | 4.42% | 3 |
|
|
2017
Q2 | $6.5M | Buy |
406,968
+26,008
| +7% | +$411K | 4.28% | 3 |
|
|
2017
Q1 | $6M | Buy |
380,960
+6,988
| +2% | +$109K | 3.87% | 4 |
|
|
2016
Q4 | $5.75M | Buy |
373,972
+3,544
| +1% | +$52.1K | 3.9% | 5 |
|
|
2016
Q3 | $5.33M | Buy |
370,428
+13,016
| +4% | +$185K | 3.27% | 6 |
|
|
2016
Q2 | $4.83M | Buy |
357,412
+5,776
| +2% | +$76.7K | 2.98% | 6 |
|
|
2016
Q1 | $4.57M | Buy |
351,636
+1,628
| +0.5% | +$19.7K | 2.98% | 7 |
|
|
2015
Q4 | $4.56M | Buy |
350,008
+18,016
| +5% | +$240K | 3% | 7 |
|
|
2015
Q3 | $4.21M | Buy |
331,992
+35,976
| +12% | +$495K | 2.76% | 8 |
|
|
2015
Q2 | $4.25M | Buy |
296,016
+9,120
| +3% | +$132K | 2.54% | 9 |
|
|
2015
Q1 | $4.13M | Sell |
286,896
-3,584
| -1% | -$50.1K | 2.49% | 11 |
|
|
2014
Q4 | $4M | Sell |
290,480
-31,804
| -10% | -$422K | 2.28% | 11 |
|
|
2014
Q3 | $4.14M | Sell |
322,284
-10,916
| -3% | -$146K | 2.15% | 11 |
|
|
2014
Q2 | $4.57M | Buy |
333,200
+19,096
| +6% | +$252K | 2.33% | 10 |
|
|
2014
Q1 | $4.21M | Buy |
314,104
+87,364
| +39% | +$1.16M | 2.3% | 10 |
|
|
2013
Q4 | $2.98M | Buy |
226,740
+131,380
| +138% | +$1.65M | 2.24% | 12 |
|
|
2013
Q3 | $1.15M | Buy |
95,360
+1,872
| +2% | +$22K | 1% | 31 |
|
|
2013
Q2 | $1.03M | Buy |
+93,488
| New | +$1.01M | 0.84% | 32 |
|
Other funds holding SCHA
AA
Madden Advisory Services's SCHA Position: Q1 2026 in Review
Madden Advisory Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q1 2026, selling an estimated $149K and leaving 20,776 shares worth $604K. The position accounts for 0.24% of the portfolio, ranked #74.
Madden Advisory Services first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.43M in Q2 2018. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Madden Advisory Services held 20,776 shares of Schwab U.S Small- Cap ETF worth $604K as of Q1 2026.
- Madden Advisory Services sold 4,984 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $149K.
- Schwab U.S Small- Cap ETF made up 0.24% of Madden Advisory Services's portfolio in Q1 2026, its #74 holding.
- Madden Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Madden Advisory Services's Schwab U.S Small- Cap ETF position peaked at $9.43M in Q2 2018.
- 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.