Madden Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.38M | Buy |
184,679
+5,322
| +3% | +$165K | 2.12% | 13 |
|
|
2025
Q4 | $5.85M | Buy |
179,357
+5,099
| +3% | +$166K | 2.35% | 11 |
|
|
2025
Q3 | $5.56M | Buy |
174,258
+4,352
| +3% | +$133K | 2.15% | 14 |
|
|
2025
Q2 | $4.96M | Buy |
169,906
+8,056
| +5% | +$213K | 2.12% | 14 |
|
|
2025
Q1 | $4.05M | Sell |
161,850
-2,442
| -1% | -$66.9K | 1.89% | 17 |
|
|
2024
Q4 | $4.58M | Sell |
164,292
-1,444
| -0.9% | -$39.5K | 2.13% | 13 |
|
|
2024
Q3 | $4.32M | Sell |
165,736
-3,552
| -2% | -$89.4K | 1.98% | 15 |
|
|
2024
Q2 | $4.27M | Sell |
169,288
-1,420
| -0.8% | -$33.5K | 2.17% | 12 |
|
|
2024
Q1 | $3.96M | Buy |
170,708
+968
| +0.6% | +$21.4K | 2.09% | 13 |
|
|
2023
Q4 | $3.52M | Sell |
169,740
-8,652
| -5% | -$167K | 1.98% | 17 |
|
|
2023
Q3 | $3.24M | Sell |
178,392
-11,924
| -6% | -$224K | 2.05% | 15 |
|
|
2023
Q2 | $3.57M | Sell |
190,316
-268
| -0.1% | -$4.59K | 2.31% | 12 |
|
|
2023
Q1 | $3.11M | Sell |
190,584
-340
| -0.2% | -$5.16K | 2.18% | 13 |
|
|
2022
Q4 | $2.65M | Sell |
190,924
-2,800
| -1% | -$40.3K | 1.98% | 15 |
|
|
2022
Q3 | $2.7M | Buy |
193,724
+2,864
| +2% | +$44.9K | 2.16% | 13 |
|
|
2022
Q2 | $2.77M | Sell |
190,860
-11,340
| -6% | -$181K | 2.1% | 13 |
|
|
2022
Q1 | $3.78M | Buy |
202,200
+1,104
| +0.5% | +$20.1K | 2.57% | 11 |
|
|
2021
Q4 | $4.12M | Sell |
201,096
-22,352
| -10% | -$447K | 2.7% | 11 |
|
|
2021
Q3 | $4.14M | Sell |
223,448
-111,880
| -33% | -$2.13M | 2.96% | 9 |
|
|
2021
Q2 | $6.12M | Sell |
335,328
-29,568
| -8% | -$512K | 4.52% | 6 |
|
|
2021
Q1 | $5.92M | Sell |
364,896
-5,184
| -1% | -$84.4K | 4.63% | 6 |
|
|
2020
Q4 | $5.94M | Sell |
370,080
-2,536
| -0.7% | -$38.5K | 4.99% | 6 |
|
|
2020
Q3 | $5.36M | Sell |
372,616
-7,392
| -2% | -$103K | 5.11% | 6 |
|
|
2020
Q2 | $4.82M | Sell |
380,008
-27,656
| -7% | -$322K | 5% | 5 |
|
|
2020
Q1 | $4.06M | Sell |
407,664
-7,592
| -2% | -$86.6K | 2.81% | 12 |
|
|
2019
Q4 | $4.82M | Sell |
415,256
-25,152
| -6% | -$277K | 3.15% | 6 |
|
|
2019
Q3 | $4.62M | Sell |
440,408
-124,896
| -22% | -$1.32M | 3.29% | 6 |
|
|
2019
Q2 | $5.88M | Sell |
565,304
-69,136
| -11% | -$703K | 3.67% | 5 |
|
|
2019
Q1 | $6.3M | Sell |
634,440
-4,440
| -0.7% | -$42K | 3.38% | 6 |
|
|
2018
Q4 | $5.5M | Buy |
638,880
+10,712
| +2% | +$99.8K | 3.32% | 6 |
|
|
2018
Q3 | $6.44M | Buy |
628,168
+35,632
| +6% | +$355K | 3.89% | 6 |
|
|
2018
Q2 | $5.61M | Buy |
592,536
+40,728
| +7% | +$379K | 3.56% | 7 |
|
|
2018
Q1 | $4.95M | Buy |
551,808
+18,608
| +3% | +$172K | 3% | 9 |
|
|
2017
Q4 | $4.71M | Buy |
533,200
+36,192
| +7% | +$311K | 2.85% | 10 |
|
|
2017
Q3 | $4.1M | Sell |
497,008
-664
| -0.1% | -$5.38K | 2.6% | 12 |
|
|
2017
Q2 | $3.93M | Buy |
497,672
+14,048
| +3% | +$109K | 2.59% | 12 |
|
|
2017
Q1 | $3.66M | Buy |
483,624
+20,032
| +4% | +$148K | 2.36% | 13 |
|
|
2016
Q4 | $3.23M | Sell |
463,592
-84,520
| -15% | -$585K | 2.19% | 14 |
|
|
2016
Q3 | $3.8M | Buy |
548,112
+6,976
| +1% | +$47.9K | 2.33% | 14 |
|
|
2016
Q2 | $3.55M | Sell |
541,136
-14,656
| -3% | -$96.3K | 2.19% | 16 |
|
|
2016
Q1 | $3.64M | Sell |
555,792
-13,888
| -2% | -$86.1K | 2.37% | 14 |
|
|
2015
Q4 | $3.76M | Sell |
569,680
-5,464
| -1% | -$36.5K | 2.48% | 14 |
|
|
2015
Q3 | $3.59M | Buy |
575,144
+32,064
| +6% | +$213K | 2.36% | 13 |
|
|
2015
Q2 | $3.64M | Buy |
543,080
+35,512
| +7% | +$242K | 2.18% | 14 |
|
|
2015
Q1 | $3.42M | Buy |
507,568
+125,560
| +33% | +$832K | 2.06% | 13 |
|
|
2014
Q4 | $2.47M | Buy |
382,008
+68,144
| +22% | +$429K | 1.41% | 20 |
|
|
2014
Q3 | $1.93M | Buy |
313,864
+36,640
| +13% | +$225K | 1% | 28 |
|
|
2014
Q2 | $1.68M | Buy |
277,224
+158,880
| +134% | +$929K | 0.86% | 38 |
|
|
2014
Q1 | $680K | Buy |
118,344
+113,824
| +2,518% | +$647K | 0.37% | 58 |
|
|
2013
Q4 | $26K | Buy |
4,520
+2,720
| +151% | +$14.7K | 0.02% | 173 |
|
|
2013
Q3 | $9K | Hold |
1,800
| – | – | 0.01% | 214 |
|
|
2013
Q2 | $9K | Buy |
+1,800
| New | +$8.61K | 0.01% | 226 |
|
Other funds holding SCHG
MG
VIA
Madden Advisory Services's SCHG Position: Q1 2026 in Review
Madden Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q1 2026, buying an estimated $165K and bringing the position to 184,679 shares worth $5.38M. The position accounts for 2.12% of the portfolio, ranked #13.
Madden Advisory Services first reported a position in SCHG in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.44M in Q3 2018. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.
- Madden Advisory Services held 184,679 shares of Schwab US Large-Cap Growth ETF worth $5.38M as of Q1 2026.
- Madden Advisory Services bought 5,322 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $165K.
- Schwab US Large-Cap Growth ETF made up 2.12% of Madden Advisory Services's portfolio in Q1 2026, its #13 holding.
- Madden Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Madden Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $6.44M in Q3 2018.
- 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.