Madden Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
155,743
+2,825
| +2% | +$79.2K | 1.86% | 17 |
|
|
2025
Q1 | $4.01M | Buy |
152,918
+1,102
| +0.7% | +$28.9K | 1.87% | 18 |
|
|
2024
Q4 | $4.21M | Buy |
151,816
+3,415
| +2% | +$94.6K | 1.95% | 17 |
|
|
2024
Q3 | $4.11M | Buy |
148,401
+6,492
| +5% | +$180K | 1.88% | 16 |
|
|
2024
Q2 | $3.68M | Sell |
141,909
-1,419
| -1% | -$36.8K | 1.87% | 16 |
|
|
2024
Q1 | $3.89M | Buy |
143,328
+1,755
| +1% | +$47.6K | 2.05% | 16 |
|
|
2023
Q4 | $3.55M | Buy |
141,573
+1,425
| +1% | +$35.8K | 2% | 16 |
|
|
2023
Q3 | $3.16M | Sell |
140,148
-222
| -0.2% | -$5.01K | 2% | 16 |
|
|
2023
Q2 | $3.32M | Buy |
140,370
+2,403
| +2% | +$56.9K | 2.15% | 13 |
|
|
2023
Q1 | $3.12M | Sell |
137,967
-381
| -0.3% | -$8.62K | 2.19% | 12 |
|
|
2022
Q4 | $3.03M | Buy |
138,348
+3,075
| +2% | +$67.3K | 2.26% | 12 |
|
|
2022
Q3 | $2.73M | Sell |
135,273
-822
| -0.6% | -$16.6K | 2.18% | 12 |
|
|
2022
Q2 | $2.85M | Sell |
136,095
-1,578
| -1% | -$33K | 2.15% | 12 |
|
|
2022
Q1 | $3.48M | Buy |
137,673
+4,041
| +3% | +$102K | 2.37% | 12 |
|
|
2021
Q4 | $3.58M | Buy |
133,632
+7,032
| +6% | +$189K | 2.35% | 12 |
|
|
2021
Q3 | $3.24M | Buy |
126,600
+20,520
| +19% | +$524K | 2.31% | 12 |
|
|
2021
Q2 | $2.77M | Buy |
106,080
+4,911
| +5% | +$128K | 2.05% | 13 |
|
|
2021
Q1 | $2.51M | Buy |
101,169
+7,431
| +8% | +$184K | 1.96% | 12 |
|
|
2020
Q4 | $2.13M | Sell |
93,738
-3,819
| -4% | -$86.8K | 1.79% | 13 |
|
|
2020
Q3 | $1.8M | Sell |
97,557
-16,524
| -14% | -$306K | 1.72% | 13 |
|
|
2020
Q2 | $2M | Sell |
114,081
-174,864
| -61% | -$3.07M | 2.07% | 11 |
|
|
2020
Q1 | $4.06M | Buy |
288,945
+170,781
| +145% | +$2.4M | 2.81% | 11 |
|
|
2019
Q4 | $1.81M | Sell |
118,164
-58,368
| -33% | -$894K | 1.18% | 28 |
|
|
2019
Q3 | $3.33M | Sell |
176,532
-39,381
| -18% | -$742K | 2.37% | 15 |
|
|
2019
Q2 | $4.11M | Sell |
215,913
-64,401
| -23% | -$1.23M | 2.56% | 12 |
|
|
2019
Q1 | $5.18M | Buy |
280,314
+2,973
| +1% | +$54.9K | 2.77% | 8 |
|
|
2018
Q4 | $4.43M | Buy |
277,341
+6,966
| +3% | +$111K | 2.68% | 10 |
|
|
2018
Q3 | $5.21M | Buy |
270,375
+6,042
| +2% | +$116K | 3.15% | 9 |
|
|
2018
Q2 | $4.84M | Buy |
264,333
+11,673
| +5% | +$214K | 3.07% | 9 |
|
|
2018
Q1 | $4.45M | Buy |
252,660
+1,686
| +0.7% | +$29.7K | 2.7% | 11 |
|
|
2017
Q4 | $4.46M | Buy |
250,974
+1,680
| +0.7% | +$29.8K | 2.69% | 11 |
|
|
2017
Q3 | $4.16M | Buy |
249,294
+1,452
| +0.6% | +$24.3K | 2.63% | 10 |
|
|
2017
Q2 | $3.98M | Buy |
247,842
+201
| +0.1% | +$3.23K | 2.62% | 10 |
|
|
2017
Q1 | $3.91M | Sell |
247,641
-9,666
| -4% | -$152K | 2.52% | 11 |
|
|
2016
Q4 | $3.87M | Buy |
257,307
+1,374
| +0.5% | +$20.7K | 2.62% | 13 |
|
|
2016
Q3 | $3.71M | Buy |
255,933
+393
| +0.2% | +$5.7K | 2.28% | 15 |
|
|
2016
Q2 | $3.58M | Sell |
255,540
-3,048
| -1% | -$42.7K | 2.21% | 15 |
|
|
2016
Q1 | $3.5M | Sell |
258,588
-6,864
| -3% | -$92.9K | 2.28% | 15 |
|
|
2015
Q4 | $3.55M | Buy |
265,452
+9,609
| +4% | +$128K | 2.33% | 16 |
|
|
2015
Q3 | $3.32M | Sell |
255,843
-21,852
| -8% | -$283K | 2.18% | 15 |
|
|
2015
Q2 | $3.95M | Sell |
277,695
-14,271
| -5% | -$203K | 2.36% | 12 |
|
|
2015
Q1 | $4.2M | Sell |
291,966
-64,683
| -18% | -$930K | 2.54% | 9 |
|
|
2014
Q4 | $4.84M | Sell |
356,649
-78,078
| -18% | -$1.06M | 2.75% | 5 |
|
|
2014
Q3 | $5.61M | Sell |
434,727
-36,684
| -8% | -$473K | 2.91% | 4 |
|
|
2014
Q2 | $6.32M | Sell |
471,411
-108
| -0% | -$1.45K | 3.22% | 4 |
|
|
2014
Q1 | $6.07M | Buy |
471,519
+54,591
| +13% | +$703K | 3.32% | 4 |
|
|
2013
Q4 | $5.2M | Buy |
416,928
+160,707
| +63% | +$2.01M | 3.91% | 3 |
|
|
2013
Q3 | $2.96M | Buy |
256,221
+164,307
| +179% | +$1.9M | 2.58% | 10 |
|
|
2013
Q2 | $979K | Buy |
+91,914
| New | +$979K | 0.8% | 33 |
|