Madden Advisory Services’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Sell	44,463 -6	-0%	-$148	0.39%	54
2026 Q1	$1.11M	Buy	44,469 +8,548	+24%	+$214K	0.44%	51
2025 Q4	$901K	Buy	35,921 +3,957	+12%	+$99.6K	0.36%	55
2025 Q3	$803K	Buy	+31,964	New	+$799K	0.31%	57
2017 Q2	–	Sell	-2,020	Closed	-$54K	–	213
2017 Q1	$54K	Buy	+2,020	New	+$54K	0.03%	121
2015 Q4	–	Sell	-2,020	Closed	-$55K	–	246
2015 Q3	$55K	Buy	2,020 +380	+23%	+$10.2K	0.04%	124
2015 Q2	$43K	Buy	+1,640	New	+$44.2K	0.03%	131
2015 Q1	–	Sell	-1,640	Closed	-$44K	–	232
2014 Q4	$44K	Hold	1,640	–	–	0.03%	141
2014 Q3	$43K	Buy	1,640 +190	+13%	+$5.04K	0.02%	169
2014 Q2	$39K	Hold	1,450	–	–	0.02%	179
2014 Q1	$38K	Sell	1,450 -350	-19%	-$9.21K	0.02%	168
2013 Q4	$47K	Sell	1,800 -180	-9%	-$4.75K	0.04%	134
2013 Q3	$52K	Sell	1,980 -430	-18%	-$11.3K	0.05%	110
2013 Q2	$63K	Buy	+2,410	New	+$64.9K	0.05%	96

Other funds holding SCHR

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Madden Advisory Services reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 0.01% in Q2 2026, selling an estimated $148 and leaving 44,463 shares worth $1.1M. The position accounts for 0.39% of the portfolio, ranked #54.

Madden Advisory Services first reported a position in SCHR in Q2 2013 and has held it in 14 quarters since. The position peaked at $1.11M in Q1 2026. 504 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

Madden Advisory Services held 44,463 shares of Schwab Intermediately-Term US Treasury ETF worth $1.1M as of Q2 2026.
Madden Advisory Services sold 6 Schwab Intermediately-Term US Treasury ETF shares in Q2 2026, an estimated $148.
Schwab Intermediately-Term US Treasury ETF made up 0.39% of Madden Advisory Services's portfolio in Q2 2026, its #54 holding.
Madden Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 14 quarters since.
Madden Advisory Services's Schwab Intermediately-Term US Treasury ETF position peaked at $1.11M in Q1 2026.
504 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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