MAS
Madden Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
113,315
+383
| +0.3% | +$10.2K | 1.28% | 25 |
|
|
2025
Q1 | $3.16M | Buy |
112,932
+585
| +0.5% | +$16.4K | 1.47% | 19 |
|
|
2024
Q4 | $3.07M | Buy |
112,347
+75,036
| +201% | +$2.05M | 1.42% | 21 |
|
|
2024
Q3 | $3.15M | Buy |
37,311
+2,119
| +6% | +$179K | 1.44% | 22 |
|
|
2024
Q2 | $2.74M | Buy |
35,192
+816
| +2% | +$63.5K | 1.39% | 24 |
|
|
2024
Q1 | $2.77M | Buy |
34,376
+1,555
| +5% | +$125K | 1.46% | 24 |
|
|
2023
Q4 | $2.5M | Buy |
32,821
+6,290
| +24% | +$479K | 1.41% | 24 |
|
|
2023
Q3 | $1.88M | Buy |
26,531
+8,985
| +51% | +$636K | 1.19% | 27 |
|
|
2023
Q2 | $1.27M | Buy |
17,546
+47
| +0.3% | +$3.41K | 0.82% | 33 |
|
|
2023
Q1 | $1.28M | Hold |
17,499
| – | – | 0.9% | 32 |
|
|
2022
Q4 | $1.32M | Buy |
17,499
+769
| +5% | +$58.1K | 0.99% | 29 |
|
|
2022
Q3 | $1.11M | Buy |
16,730
+3,373
| +25% | +$224K | 0.89% | 31 |
|
|
2022
Q2 | $957K | Buy |
13,357
+7,606
| +132% | +$545K | 0.72% | 35 |
|
|
2022
Q1 | $454K | Buy |
5,751
+64
| +1% | +$5.05K | 0.31% | 50 |
|
|
2021
Q4 | $460K | Hold |
5,687
| – | – | 0.3% | 50 |
|
|
2021
Q3 | $422K | Buy |
5,687
+13
| +0.2% | +$965 | 0.3% | 51 |
|
|
2021
Q2 | $429K | Hold |
5,674
| – | – | 0.32% | 45 |
|
|
2021
Q1 | $414K | Buy |
5,674
+62
| +1% | +$4.52K | 0.32% | 44 |
|
|
2020
Q4 | $360K | Hold |
5,612
| – | – | 0.3% | 49 |
|
|
2020
Q3 | $310K | Sell |
5,612
-1,386
| -20% | -$76.6K | 0.3% | 53 |
|
|
2020
Q2 | $362K | Hold |
6,998
| – | – | 0.38% | 46 |
|
|
2020
Q1 | $314K | Hold |
6,998
| – | – | 0.22% | 61 |
|
|
2019
Q4 | $405K | Hold |
6,998
| – | – | 0.26% | 56 |
|
|
2019
Q3 | $383K | Sell |
6,998
-6,383
| -48% | -$349K | 0.27% | 61 |
|
|
2019
Q2 | $710K | Sell |
13,381
-7,985
| -37% | -$424K | 0.44% | 52 |
|
|
2019
Q1 | $1.12M | Sell |
21,366
-895
| -4% | -$46.8K | 0.6% | 47 |
|
|
2018
Q4 | $1.05M | Sell |
22,261
-435
| -2% | -$20.4K | 0.63% | 47 |
|
|
2018
Q3 | $1.2M | Sell |
22,696
-618
| -3% | -$32.7K | 0.73% | 40 |
|
|
2018
Q2 | $1.15M | Sell |
23,314
-1,792
| -7% | -$88.3K | 0.73% | 39 |
|
|
2018
Q1 | $1.23M | Sell |
25,106
-312
| -1% | -$15.3K | 0.75% | 37 |
|
|
2017
Q4 | $1.3M | Sell |
25,418
-1,693
| -6% | -$86.6K | 0.79% | 37 |
|
|
2017
Q3 | $1.27M | Sell |
27,111
-1,435
| -5% | -$67.1K | 0.8% | 35 |
|
|
2017
Q2 | $1.29M | Sell |
28,546
-245
| -0.9% | -$11K | 0.85% | 34 |
|
|
2017
Q1 | $1.28M | Sell |
28,791
-1,589
| -5% | -$70.8K | 0.83% | 34 |
|
|
2016
Q4 | $1.32M | Sell |
30,380
-1,404
| -4% | -$61.1K | 0.9% | 35 |
|
|
2016
Q3 | $1.34M | Sell |
31,784
-610
| -2% | -$25.8K | 0.83% | 39 |
|
|
2016
Q2 | $1.34M | Sell |
32,394
-1,451
| -4% | -$60.1K | 0.83% | 37 |
|
|
2016
Q1 | $1.36M | Sell |
33,845
-1,361
| -4% | -$54.5K | 0.88% | 38 |
|
|
2015
Q4 | $1.36M | Sell |
35,206
-1,932
| -5% | -$74.5K | 0.89% | 36 |
|
|
2015
Q3 | $1.34M | Sell |
37,138
-9,768
| -21% | -$351K | 0.88% | 35 |
|
|
2015
Q2 | $1.8M | Sell |
46,906
-11,046
| -19% | -$423K | 1.07% | 30 |
|
|
2015
Q1 | $2.28M | Sell |
57,952
-30,664
| -35% | -$1.21M | 1.38% | 24 |
|
|
2014
Q4 | $3.53M | Sell |
88,616
-33,565
| -27% | -$1.34M | 2.01% | 13 |
|
|
2014
Q3 | $4.71M | Sell |
122,181
-13,119
| -10% | -$506K | 2.44% | 8 |
|
|
2014
Q2 | $5.18M | Sell |
135,300
-2,690
| -2% | -$103K | 2.64% | 7 |
|
|
2014
Q1 | $5.09M | Buy |
137,990
+6,219
| +5% | +$229K | 2.78% | 7 |
|
|
2013
Q4 | $4.83M | Buy |
131,771
+11,580
| +10% | +$425K | 3.63% | 4 |
|
|
2013
Q3 | $4.04M | Buy |
120,191
+67,276
| +127% | +$2.26M | 3.52% | 6 |
|
|
2013
Q2 | $1.73M | Buy |
+52,915
| New | +$1.73M | 1.42% | 20 |
|