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 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 $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

CWA

Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Madden Advisory Services's SCHR Position: Q1 2026 in Review

Madden Advisory Services increased its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 24% in Q1 2026, buying an estimated $214K and bringing the position to 44,469 shares worth $1.11M. The position accounts for 0.44% of the portfolio, ranked #51.

Madden Advisory Services first reported a position in SCHR in Q2 2013 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Madden Advisory Services held 44,469 shares of Schwab Intermediately-Term US Treasury ETF worth $1.11M as of Q1 2026.
Madden Advisory Services bought 8,548 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $214K.
Schwab Intermediately-Term US Treasury ETF made up 0.44% of Madden Advisory Services's portfolio in Q1 2026, its #51 holding.
Madden Advisory Services first reported a position in Schwab Intermediately-Term US Treasury ETF in Q2 2013 and has held it in 13 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.