Madden Advisory Services’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$974K	Buy	40,351 +6,184	+18%	+$149K	0.35%	58
2026 Q1	$829K	Buy	34,167 +5,894	+21%	+$143K	0.33%	63
2025 Q4	$689K	Buy	28,273 +1,483	+6%	+$36.2K	0.28%	66
2025 Q3	$654K	Buy	+26,790	New	+$652K	0.25%	68
2017 Q2	–	Sell	-2,850	Closed	-$71K	–	211
2017 Q1	$71K	Buy	+2,850	New	+$71.9K	0.05%	110
2015 Q4	–	Sell	-2,850	Closed	-$72K	–	245
2015 Q3	$72K	Buy	2,850 +1,580	+124%	+$40.1K	0.05%	115
2015 Q2	$32K	Buy	+1,270	New	+$32.2K	0.02%	150
2015 Q1	–	Sell	-2,970	Closed	-$75K	–	231
2014 Q4	$75K	Hold	2,970	–	–	0.04%	122
2014 Q3	$75K	Buy	2,970 +1,070	+56%	+$27.1K	0.04%	137
2014 Q2	$48K	Hold	1,900	–	–	0.02%	164
2014 Q1	$48K	Sell	1,900 -2,350	-55%	-$59.4K	0.03%	150
2013 Q4	$107K	Hold	4,250	–	–	0.08%	95
2013 Q3	$107K	Buy	4,250 +3,300	+347%	+$83.3K	0.09%	78
2013 Q2	$24K	Buy	+950	New	+$24K	0.02%	165

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Madden Advisory Services's SCHO Position: Q2 2026 in Review

Madden Advisory Services increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 18% in Q2 2026, buying an estimated $149K and bringing the position to 40,351 shares worth $974K. The position accounts for 0.35% of the portfolio, ranked #58.

Madden Advisory Services first reported a position in SCHO in Q2 2013 and has held it in 14 quarters since. 719 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Madden Advisory Services held 40,351 shares of Schwab Short-Term US Treasury ETF worth $974K as of Q2 2026.
Madden Advisory Services bought 6,184 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $149K.
Schwab Short-Term US Treasury ETF made up 0.35% of Madden Advisory Services's portfolio in Q2 2026, its #58 holding.
Madden Advisory Services first reported a position in Schwab Short-Term US Treasury ETF in Q2 2013 and has held it in 14 quarters since.
719 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

Based on Madden Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.