Madden Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.33M | Hold |
108,467
| – | – | 0.92% | 32 |
|
|
2025
Q4 | $2.27M | Buy |
108,467
+1,941
| +2% | +$41.2K | 0.91% | 32 |
|
|
2025
Q3 | $2.3M | Buy |
106,526
+1,201
| +1% | +$25.6K | 0.89% | 31 |
|
|
2025
Q2 | $2.23M | Buy |
105,325
+3,092
| +3% | +$64.8K | 0.95% | 30 |
|
|
2025
Q1 | $2.2M | Buy |
102,233
+1,453
| +1% | +$31.1K | 1.02% | 30 |
|
|
2024
Q4 | $2.12M | Buy |
100,780
+2,667
| +3% | +$59.6K | 0.99% | 29 |
|
|
2024
Q3 | $2.27M | Buy |
98,113
+4,352
| +5% | +$95.2K | 1.04% | 28 |
|
|
2024
Q2 | $1.87M | Buy |
93,761
+3,654
| +4% | +$71.3K | 0.95% | 28 |
|
|
2024
Q1 | $1.83M | Buy |
90,107
+1,169
| +1% | +$23.4K | 0.96% | 28 |
|
|
2023
Q4 | $1.84M | Sell |
88,938
-614
| -0.7% | -$11.4K | 1.04% | 27 |
|
|
2023
Q3 | $1.59M | Sell |
89,552
-8,662
| -9% | -$167K | 1.01% | 28 |
|
|
2023
Q2 | $1.92M | Buy |
98,214
+6,127
| +7% | +$117K | 1.24% | 23 |
|
|
2023
Q1 | $1.8M | Buy |
92,087
+907
| +1% | +$18.2K | 1.26% | 21 |
|
|
2022
Q4 | $1.76M | Buy |
91,180
+4,008
| +5% | +$77.1K | 1.32% | 21 |
|
|
2022
Q3 | $1.63M | Buy |
87,172
+653
| +0.8% | +$14.1K | 1.3% | 21 |
|
|
2022
Q2 | $1.82M | Buy |
86,519
+3,757
| +5% | +$86.5K | 1.38% | 21 |
|
|
2022
Q1 | $2.06M | Buy |
82,762
+2,958
| +4% | +$71.4K | 1.4% | 19 |
|
|
2021
Q4 | $2.1M | Buy |
79,804
+5,336
| +7% | +$131K | 1.38% | 19 |
|
|
2021
Q3 | $1.7M | Buy |
74,468
+3,284
| +5% | +$78.3K | 1.22% | 20 |
|
|
2021
Q2 | $1.63M | Sell |
71,184
-746
| -1% | -$16.6K | 1.21% | 21 |
|
|
2021
Q1 | $1.48M | Buy |
71,930
+3,124
| +5% | +$61.1K | 1.16% | 23 |
|
|
2020
Q4 | $1.31M | Buy |
68,806
+3,292
| +5% | +$60.9K | 1.1% | 22 |
|
|
2020
Q3 | $1.16M | Buy |
65,514
+6,992
| +12% | +$126K | 1.1% | 21 |
|
|
2020
Q2 | $1.03M | Buy |
58,522
+5,218
| +10% | +$90.6K | 1.07% | 23 |
|
|
2020
Q1 | $872K | Sell |
53,304
-65,958
| -55% | -$1.41M | 0.6% | 35 |
|
|
2019
Q4 | $3.59M | Buy |
119,262
+50,378
| +73% | +$1.17M | 2.35% | 14 |
|
|
2019
Q3 | $1.62M | Sell |
68,884
-18,582
| -21% | -$426K | 1.16% | 29 |
|
|
2019
Q2 | $1.94M | Sell |
87,466
-42,440
| -33% | -$947K | 1.21% | 28 |
|
|
2019
Q1 | $2.88M | Buy |
129,906
+1,014
| +0.8% | +$21.5K | 1.55% | 23 |
|
|
2018
Q4 | $2.48M | Buy |
128,892
+3,476
| +3% | +$71K | 1.5% | 25 |
|
|
2018
Q3 | $2.62M | Sell |
125,416
-5,926
| -5% | -$125K | 1.58% | 22 |
|
|
2018
Q2 | $2.74M | Sell |
131,342
-1,738
| -1% | -$34.4K | 1.74% | 20 |
|
|
2018
Q1 | $2.54M | Buy |
133,080
+652
| +0.5% | +$12.6K | 1.54% | 22 |
|
|
2017
Q4 | $2.75M | Buy |
132,428
+1,462
| +1% | +$30.4K | 1.66% | 21 |
|
|
2017
Q3 | $2.69M | Buy |
130,966
+414
| +0.3% | +$8.53K | 1.7% | 21 |
|
|
2017
Q2 | $2.69M | Buy |
130,552
+334
| +0.3% | +$6.87K | 1.77% | 21 |
|
|
2017
Q1 | $2.65M | Sell |
130,218
-14,580
| -10% | -$299K | 1.71% | 21 |
|
|
2016
Q4 | $2.97M | Sell |
144,798
-15,370
| -10% | -$309K | 2.01% | 16 |
|
|
2016
Q3 | $3.42M | Buy |
160,168
+3,246
| +2% | +$71.2K | 2.1% | 17 |
|
|
2016
Q2 | $3.41M | Buy |
156,922
+328
| +0.2% | +$6.77K | 2.11% | 17 |
|
|
2016
Q1 | $3.24M | Sell |
156,594
-5,812
| -4% | -$112K | 2.11% | 17 |
|
|
2015
Q4 | $3.22M | Buy |
162,406
+23,824
| +17% | +$465K | 2.12% | 17 |
|
|
2015
Q3 | $2.58M | Sell |
138,582
-4,222
| -3% | -$79.2K | 1.69% | 18 |
|
|
2015
Q2 | $2.59M | Buy |
142,804
+4,320
| +3% | +$83.3K | 1.55% | 19 |
|
|
2015
Q1 | $2.81M | Buy |
138,484
+708
| +0.5% | +$14.5K | 1.7% | 19 |
|
|
2014
Q4 | $2.68M | Buy |
137,776
+4,000
| +3% | +$74.9K | 1.53% | 19 |
|
|
2014
Q3 | $2.28M | Buy |
133,776
+28,592
| +27% | +$510K | 1.18% | 21 |
|
|
2014
Q2 | $1.86M | Buy |
105,184
+9,950
| +10% | +$172K | 0.95% | 30 |
|
|
2014
Q1 | $1.58M | Sell |
95,234
-8,110
| -8% | -$130K | 0.86% | 36 |
|
|
2013
Q4 | $1.56M | Buy |
103,344
+2,380
| +2% | +$37.1K | 1.17% | 26 |
|
|
2013
Q3 | $1.56M | Buy |
100,964
+1,222
| +1% | +$19.3K | 1.36% | 24 |
|
|
2013
Q2 | $1.6M | Buy |
+99,742
| New | +$1.68M | 1.31% | 22 |
|
Other funds holding SCHH
DI
BEI
Madden Advisory Services's SCHH Position: Q1 2026 in Review
Madden Advisory Services held its Schwab US REIT ETF (SCHH) position steady in Q1 2026 at 108,467 shares worth $2.33M. The position accounts for 0.92% of the portfolio, ranked #32.
Madden Advisory Services first reported a position in SCHH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.59M in Q4 2019. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.
- Madden Advisory Services held 108,467 shares of Schwab US REIT ETF worth $2.33M as of Q1 2026.
- Madden Advisory Services left its Schwab US REIT ETF share count unchanged in Q1 2026.
- Schwab US REIT ETF made up 0.92% of Madden Advisory Services's portfolio in Q1 2026, its #32 holding.
- Madden Advisory Services first reported a position in Schwab US REIT ETF in Q2 2013 and has held it in 52 quarters since.
- Madden Advisory Services's Schwab US REIT ETF position peaked at $3.59M in Q4 2019.
- 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.
Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.