Madden Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Madden Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1M	Sell	602,540 -94,048	-14%	-$2.47M	5.96%	2
2025 Q4	$18.3M	Sell	696,588 -36,294	-5%	-$945K	7.35%	2
2025 Q3	$18.8M	Sell	732,882 -25,110	-3%	-$622K	7.3%	2
2025 Q2	$18.1M	Sell	757,992 -20,556	-3%	-$453K	7.7%	1
2025 Q1	$16.8M	Sell	778,548 -2,933	-0.4%	-$66.7K	7.81%	1
2024 Q4	$17.7M	Buy	781,481 +3,845	+0.5%	+$87.8K	8.24%	1
2024 Q3	$17.2M	Sell	777,636 -25,770	-3%	-$550K	7.9%	1
2024 Q2	$16.8M	Buy	803,406 +2,382	+0.3%	+$48.3K	8.56%	1
2024 Q1	$16.3M	Sell	801,024 -19,170	-2%	-$371K	8.59%	1
2023 Q4	$15.2M	Sell	820,194 -65,994	-7%	-$1.14M	8.58%	1
2023 Q3	$14.7M	Sell	886,188 -132,909	-13%	-$2.3M	9.31%	1
2023 Q2	$17.6M	Sell	1,019,097 -25,536	-2%	-$416K	11.37%	1
2023 Q1	$16.7M	Sell	1,044,633 -5,820	-0.6%	-$91K	11.7%	1
2022 Q4	$15.7M	Sell	1,050,453 -2,436	-0.2%	-$36.6K	11.74%	1
2022 Q3	$14.7M	Sell	1,052,889 -549	-0.1%	-$8.54K	11.77%	1
2022 Q2	$15.5M	Sell	1,053,438 -33,333	-3%	-$535K	11.75%	1
2022 Q1	$19.3M	Sell	1,086,771 -1,383	-0.1%	-$24.3K	13.14%	1
2021 Q4	$20.5M	Sell	1,088,154 -11,262	-1%	-$207K	13.45%	1
2021 Q3	$19M	Sell	1,099,416 -247,740	-18%	-$4.41M	13.61%	1
2021 Q2	$23.4M	Sell	1,347,156 -54,570	-4%	-$924K	17.31%	1
2021 Q1	$22.6M	Sell	1,401,726 -55,848	-4%	-$880K	17.69%	1
2020 Q4	$22.1M	Sell	1,457,574 -46,362	-3%	-$660K	18.56%	1
2020 Q3	$20M	Sell	1,503,936 -462	-0%	-$6.08K	19.02%	1
2020 Q2	$18.4M	Sell	1,504,398 -2,400	-0.2%	-$27.7K	19.11%	1
2020 Q1	$15.2M	Buy	1,506,798 +128,514	+9%	+$1.56M	10.52%	1
2019 Q4	$17.7M	Buy	1,378,284 +670,446	+95%	+$8.23M	11.55%	1
2019 Q3	$8.38M	Buy	707,838 +47,076	+7%	+$556K	5.97%	2
2019 Q2	$7.77M	Sell	660,762 -191,400	-22%	-$2.21M	4.84%	4
2019 Q1	$9.66M	Buy	852,162 +216	+0%	+$2.36K	5.18%	2
2018 Q4	$8.51M	Buy	851,946 +2,208	+0.3%	+$23.9K	5.14%	3
2018 Q3	$9.97M	Buy	849,738 +16,722	+2%	+$193K	6.02%	1
2018 Q2	$9.16M	Buy	833,016 +45,306	+6%	+$495K	5.82%	2
2018 Q1	$8.37M	Buy	787,710 +12,372	+2%	+$136K	5.08%	2
2017 Q4	$8.34M	Buy	775,338 +2,346	+0.3%	+$24.6K	5.03%	2
2017 Q3	$7.85M	Buy	772,992 +25,638	+3%	+$254K	4.96%	2
2017 Q2	$7.28M	Buy	747,354 +20,190	+3%	+$195K	4.8%	2
2017 Q1	$6.92M	Buy	727,164 +44,058	+6%	+$413K	4.46%	2
2016 Q4	$6.17M	Buy	683,106 +9,282	+1%	+$81.8K	4.18%	2
2016 Q3	$5.88M	Buy	673,824 +32,346	+5%	+$281K	3.61%	4
2016 Q2	$5.38M	Sell	641,478 -8,844	-1%	-$73.4K	3.32%	4
2016 Q1	$5.34M	Buy	650,322 +7,548	+1%	+$58.7K	3.48%	5
2015 Q4	$5.25M	Buy	642,774 +24,690	+4%	+$204K	3.46%	5
2015 Q3	$4.78M	Buy	618,084 +19,080	+3%	+$157K	3.13%	5
2015 Q2	$5.01M	Buy	599,004 +23,928	+4%	+$204K	3%	5
2015 Q1	$4.84M	Buy	575,076 +3,102	+0.5%	+$25.9K	2.92%	6
2014 Q4	$4.75M	Sell	571,974 -7,746	-1%	-$62.7K	2.7%	7
2014 Q3	$4.59M	Buy	579,720 +4,224	+0.7%	+$33.8K	2.38%	9
2014 Q2	$4.58M	Buy	575,496 +15,720	+3%	+$121K	2.33%	9
2014 Q1	$4.26M	Buy	559,776 +64,836	+13%	+$485K	2.33%	9
2013 Q4	$3.71M	Buy	494,940 +36,222	+8%	+$260K	2.79%	8
2013 Q3	$3.14M	Buy	458,718 +22,026	+5%	+$150K	2.74%	7
2013 Q2	$2.83M	Buy	+436,692	New	+$2.84M	2.33%	10

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return