Madden Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.61M	Buy	181,066 +7,882	+5%	+$251K	2.21%	12
2025 Q4	$5.21M	Buy	173,184 +4,124	+2%	+$123K	2.09%	13
2025 Q3	$5.01M	Buy	169,060 +13,317	+9%	+$388K	1.94%	16
2025 Q2	$4.37M	Buy	155,743 +2,825	+2%	+$74.5K	1.86%	17
2025 Q1	$4.01M	Buy	152,918 +1,102	+0.7%	+$30.7K	1.87%	18
2024 Q4	$4.21M	Buy	151,816 +3,415	+2%	+$97.3K	1.95%	17
2024 Q3	$4.11M	Buy	148,401 +6,492	+5%	+$173K	1.88%	16
2024 Q2	$3.68M	Sell	141,909 -1,419	-1%	-$37.1K	1.87%	16
2024 Q1	$3.89M	Buy	143,328 +1,755	+1%	+$44.8K	2.05%	16
2023 Q4	$3.55M	Buy	141,573 +1,425	+1%	+$32.6K	2%	16
2023 Q3	$3.16M	Sell	140,148 -222	-0.2%	-$5.26K	2%	16
2023 Q2	$3.32M	Buy	140,370 +2,403	+2%	+$54.2K	2.15%	13
2023 Q1	$3.12M	Sell	137,967 -381	-0.3%	-$8.77K	2.19%	12
2022 Q4	$3.03M	Buy	138,348 +3,075	+2%	+$67.4K	2.26%	12
2022 Q3	$2.73M	Sell	135,273 -822	-0.6%	-$18.3K	2.18%	12
2022 Q2	$2.85M	Sell	136,095 -1,578	-1%	-$36.4K	2.15%	12
2022 Q1	$3.48M	Buy	137,673 +4,041	+3%	+$101K	2.37%	12
2021 Q4	$3.58M	Buy	133,632 +7,032	+6%	+$188K	2.35%	12
2021 Q3	$3.23M	Buy	126,600 +20,520	+19%	+$536K	2.31%	12
2021 Q2	$2.77M	Buy	106,080 +4,911	+5%	+$127K	2.05%	13
2021 Q1	$2.51M	Buy	101,169 +7,431	+8%	+$180K	1.96%	12
2020 Q4	$2.13M	Sell	93,738 -3,819	-4%	-$79.6K	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%	-$2.85M	2.07%	11
2020 Q1	$4.06M	Buy	288,945 +170,781	+145%	+$3.13M	2.81%	11
2019 Q4	$1.81M	Sell	118,164 -58,368	-33%	-$1.13M	1.18%	28
2019 Q3	$3.33M	Sell	176,532 -39,381	-18%	-$744K	2.37%	15
2019 Q2	$4.11M	Sell	215,913 -64,401	-23%	-$1.2M	2.56%	12
2019 Q1	$5.17M	Buy	280,314 +2,973	+1%	+$53.1K	2.77%	8
2018 Q4	$4.43M	Buy	277,341 +6,966	+3%	+$122K	2.68%	10
2018 Q3	$5.21M	Buy	270,375 +6,042	+2%	+$115K	3.15%	9
2018 Q2	$4.84M	Buy	264,333 +11,673	+5%	+$211K	3.07%	9
2018 Q1	$4.45M	Buy	252,660 +1,686	+0.7%	+$30.3K	2.7%	11
2017 Q4	$4.46M	Buy	250,974 +1,680	+0.7%	+$29K	2.69%	11
2017 Q3	$4.16M	Buy	249,294 +1,452	+0.6%	+$23.6K	2.63%	10
2017 Q2	$3.98M	Buy	247,842 +201	+0.1%	+$3.19K	2.62%	10
2017 Q1	$3.91M	Sell	247,641 -9,666	-4%	-$151K	2.52%	11
2016 Q4	$3.87M	Buy	257,307 +1,374	+0.5%	+$20.1K	2.62%	13
2016 Q3	$3.71M	Buy	255,933 +393	+0.2%	+$5.68K	2.28%	15
2016 Q2	$3.58M	Sell	255,540 -3,048	-1%	-$42K	2.21%	15
2016 Q1	$3.5M	Sell	258,588 -6,864	-3%	-$86.6K	2.28%	15
2015 Q4	$3.54M	Buy	265,452 +9,609	+4%	+$130K	2.33%	16
2015 Q3	$3.32M	Sell	255,843 -21,852	-8%	-$303K	2.18%	15
2015 Q2	$3.95M	Sell	277,695 -14,271	-5%	-$207K	2.36%	12
2015 Q1	$4.2M	Sell	291,966 -64,683	-18%	-$902K	2.54%	9
2014 Q4	$4.84M	Sell	356,649 -78,078	-18%	-$1.03M	2.75%	5
2014 Q3	$5.61M	Sell	434,727 -36,684	-8%	-$486K	2.91%	4
2014 Q2	$6.32M	Sell	471,411 -108	-0%	-$1.39K	3.22%	4
2014 Q1	$6.07M	Buy	471,519 +54,591	+13%	+$689K	3.32%	4
2013 Q4	$5.2M	Buy	416,928 +160,707	+63%	+$1.93M	3.91%	3
2013 Q3	$2.96M	Buy	256,221 +164,307	+179%	+$1.85M	2.58%	10
2013 Q2	$979K	Buy	+91,914	New	+$980K	0.8%	33