Madden Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Sell	93,747 -34	-0%	-$1.08K	1.07%	30
2026 Q1	$2.88M	Sell	93,781 -14,924	-14%	-$453K	1.13%	30
2025 Q4	$2.98M	Sell	108,705 -869	-0.8%	-$23.6K	1.2%	26
2025 Q3	$2.99M	Sell	109,574 -3,741	-3%	-$102K	1.16%	27
2025 Q2	$3M	Buy	113,315 +383	+0.3%	+$10K	1.28%	25
2025 Q1	$3.16M	Buy	112,932 +585	+0.5%	+$16.3K	1.47%	19
2024 Q4	$3.07M	Buy	112,347 +414	+0.4%	+$11.8K	1.42%	21
2024 Q3	$3.15M	Buy	111,933 +6,357	+6%	+$173K	1.44%	22
2024 Q2	$2.74M	Buy	105,576 +2,448	+2%	+$63.7K	1.39%	24
2024 Q1	$2.77M	Buy	103,128 +4,665	+5%	+$121K	1.46%	24
2023 Q4	$2.5M	Buy	98,463 +18,870	+24%	+$450K	1.41%	24
2023 Q3	$1.88M	Buy	79,593 +26,955	+51%	+$661K	1.19%	27
2023 Q2	$1.27M	Buy	52,638 +141	+0.3%	+$3.37K	0.82%	33
2023 Q1	$1.28M	Hold	52,497	–	–	0.9%	32
2022 Q4	$1.32M	Buy	52,497 +2,307	+5%	+$56.9K	0.99%	29
2022 Q3	$1.11M	Buy	50,190 +10,119	+25%	+$246K	0.89%	31
2022 Q2	$957K	Buy	40,071 +22,818	+132%	+$580K	0.72%	35
2022 Q1	$454K	Buy	17,253 +192	+1%	+$5.03K	0.31%	50
2021 Q4	$460K	Hold	17,061	–	–	0.3%	50
2021 Q3	$422K	Buy	17,061 +39	+0.2%	+$991	0.3%	51
2021 Q2	$429K	Hold	17,022	–	–	0.32%	45
2021 Q1	$414K	Buy	17,022 +186	+1%	+$4.23K	0.32%	44
2020 Q4	$360K	Hold	16,836	–	–	0.3%	49
2020 Q3	$310K	Sell	16,836 -4,158	-20%	-$76.5K	0.3%	53
2020 Q2	$362K	Hold	20,994	–	–	0.38%	46
2020 Q1	$314K	Hold	20,994	–	–	0.22%	61
2019 Q4	$405K	Hold	20,994	–	–	0.26%	56
2019 Q3	$383K	Sell	20,994 -19,149	-48%	-$343K	0.27%	61
2019 Q2	$710K	Sell	40,143 -23,955	-37%	-$421K	0.44%	52
2019 Q1	$1.12M	Sell	64,098 -2,685	-4%	-$45.1K	0.6%	47
2018 Q4	$1.04M	Sell	66,783 -1,305	-2%	-$21.7K	0.63%	47
2018 Q3	$1.2M	Sell	68,088 -1,854	-3%	-$32.1K	0.73%	40
2018 Q2	$1.15M	Sell	69,942 -5,376	-7%	-$88.5K	0.73%	39
2018 Q1	$1.23M	Sell	75,318 -936	-1%	-$16K	0.75%	37
2017 Q4	$1.3M	Sell	76,254 -5,079	-6%	-$83.4K	0.79%	37
2017 Q3	$1.27M	Sell	81,333 -4,305	-5%	-$65.8K	0.8%	35
2017 Q2	$1.29M	Sell	85,638 -735	-0.9%	-$11K	0.85%	34
2017 Q1	$1.28M	Sell	86,373 -4,767	-5%	-$70.3K	0.83%	34
2016 Q4	$1.32M	Sell	91,140 -4,212	-4%	-$59.8K	0.9%	35
2016 Q3	$1.34M	Sell	95,352 -1,830	-2%	-$25.8K	0.83%	39
2016 Q2	$1.34M	Sell	97,182 -4,353	-4%	-$58.7K	0.83%	37
2016 Q1	$1.36M	Sell	101,535 -4,083	-4%	-$51.8K	0.88%	38
2015 Q4	$1.36M	Sell	105,618 -5,796	-5%	-$74.7K	0.89%	36
2015 Q3	$1.33M	Sell	111,414 -29,304	-21%	-$366K	0.88%	35
2015 Q2	$1.8M	Sell	140,718 -33,138	-19%	-$439K	1.07%	30
2015 Q1	$2.28M	Sell	173,856 -91,992	-35%	-$1.22M	1.38%	24
2014 Q4	$3.53M	Sell	265,848 -100,695	-27%	-$1.32M	2.01%	13
2014 Q3	$4.71M	Sell	366,543 -39,357	-10%	-$506K	2.44%	8
2014 Q2	$5.18M	Sell	405,900 -8,070	-2%	-$101K	2.64%	7
2014 Q1	$5.08M	Buy	413,970 +18,657	+5%	+$224K	2.78%	7
2013 Q4	$4.83M	Buy	395,313 +34,740	+10%	+$410K	3.63%	4
2013 Q3	$4.04M	Buy	360,573 +201,828	+127%	+$2.28M	3.52%	6
2013 Q2	$1.73M	Buy	+158,745	New	+$1.74M	1.42%	20

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Madden Advisory Services's SCHD Position: Q2 2026 in Review

Madden Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.04% in Q2 2026, selling an estimated $1.08K and leaving 93,747 shares worth $2.97M. The position accounts for 1.07% of the portfolio, ranked #30.

Madden Advisory Services first reported a position in SCHD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.18M in Q2 2014. 2,132 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Madden Advisory Services held 93,747 shares of Schwab US Dividend Equity ETF worth $2.97M as of Q2 2026.
Madden Advisory Services sold 34 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.08K.
Schwab US Dividend Equity ETF made up 1.07% of Madden Advisory Services's portfolio in Q2 2026, its #30 holding.
Madden Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 53 quarters since.
Madden Advisory Services's Schwab US Dividend Equity ETF position peaked at $5.18M in Q2 2014.
2,132 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.