Madden Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Sell |
278,331
-612
| -0.2% | -$15K | 2.9% | 8 |
|
|
2025
Q1 | $6.16M | Buy |
278,943
+2,095
| +0.8% | +$46.3K | 2.87% | 7 |
|
|
2024
Q4 | $6.42M | Sell |
276,848
-2,305
| -0.8% | -$53.4K | 2.98% | 7 |
|
|
2024
Q3 | $6.31M | Buy |
279,153
+7,245
| +3% | +$164K | 2.89% | 8 |
|
|
2024
Q2 | $5.82M | Sell |
271,908
-1,701
| -0.6% | -$36.4K | 2.96% | 8 |
|
|
2024
Q1 | $5.66M | Sell |
273,609
-15,783
| -5% | -$326K | 2.98% | 8 |
|
|
2023
Q4 | $5.44M | Buy |
289,392
+1,224
| +0.4% | +$23K | 3.07% | 7 |
|
|
2023
Q3 | $4.86M | Buy |
288,168
+13,920
| +5% | +$235K | 3.07% | 7 |
|
|
2023
Q2 | $4.79M | Sell |
274,248
-1,392
| -0.5% | -$24.3K | 3.1% | 7 |
|
|
2023
Q1 | $4.44M | Sell |
275,640
-828
| -0.3% | -$13.4K | 3.12% | 7 |
|
|
2022
Q4 | $4.16M | Buy |
276,468
+1,566
| +0.6% | +$23.6K | 3.11% | 7 |
|
|
2022
Q3 | $3.88M | Sell |
274,902
-33
| -0% | -$466 | 3.1% | 8 |
|
|
2022
Q2 | $4.09M | Sell |
274,935
-7,614
| -3% | -$113K | 3.1% | 8 |
|
|
2022
Q1 | $5.07M | Buy |
282,549
+1,755
| +0.6% | +$31.5K | 3.45% | 8 |
|
|
2021
Q4 | $5.33M | Buy |
280,794
+5,442
| +2% | +$103K | 3.5% | 8 |
|
|
2021
Q3 | $4.77M | Buy |
275,352
+4,272
| +2% | +$74.1K | 3.41% | 8 |
|
|
2021
Q2 | $4.7M | Sell |
271,080
-9,978
| -4% | -$173K | 3.47% | 9 |
|
|
2021
Q1 | $4.5M | Buy |
281,058
+2,448
| +0.9% | +$39.2K | 3.52% | 9 |
|
|
2020
Q4 | $4.22M | Sell |
278,610
-7,080
| -2% | -$107K | 3.55% | 8 |
|
|
2020
Q3 | $3.84M | Sell |
285,690
-6,348
| -2% | -$85.3K | 3.66% | 8 |
|
|
2020
Q2 | $3.61M | Sell |
292,038
-472,824
| -62% | -$5.84M | 3.74% | 7 |
|
|
2020
Q1 | $7.81M | Buy |
764,862
+552,234
| +260% | +$5.64M | 5.41% | 3 |
|
|
2019
Q4 | $2.72M | Sell |
212,628
-3,666
| -2% | -$46.9K | 1.78% | 19 |
|
|
2019
Q3 | $2.56M | Sell |
216,294
-21,060
| -9% | -$249K | 1.82% | 19 |
|
|
2019
Q2 | $2.78M | Sell |
237,354
-14,808
| -6% | -$173K | 1.73% | 21 |
|
|
2019
Q1 | $2.84M | Sell |
252,162
-1,248
| -0.5% | -$14.1K | 1.52% | 24 |
|
|
2018
Q4 | $2.52M | Buy |
253,410
+87,534
| +53% | +$871K | 1.52% | 24 |
|
|
2018
Q3 | $1.92M | Buy |
165,876
+30
| +0% | +$348 | 1.16% | 30 |
|
|
2018
Q2 | $1.8M | Buy |
165,846
+25,062
| +18% | +$271K | 1.14% | 28 |
|
|
2018
Q1 | $1.48M | Sell |
140,784
-12
| -0% | -$126 | 0.9% | 33 |
|
|
2017
Q4 | $1.5M | Hold |
140,796
| – | – | 0.9% | 34 |
|
|
2017
Q3 | $1.41M | Buy |
140,796
+4,104
| +3% | +$41K | 0.89% | 33 |
|
|
2017
Q2 | $1.32M | Hold |
136,692
| – | – | 0.87% | 33 |
|
|
2017
Q1 | $1.28M | Sell |
136,692
-30,078
| -18% | -$282K | 0.83% | 35 |
|
|
2016
Q4 | $1.48M | Hold |
166,770
| – | – | 1% | 34 |
|
|
2016
Q3 | $1.43M | Buy |
166,770
+12,000
| +8% | +$103K | 0.88% | 36 |
|
|
2016
Q2 | $1.28M | Hold |
154,770
| – | – | 0.79% | 40 |
|
|
2016
Q1 | $1.26M | Hold |
154,770
| – | – | 0.82% | 40 |
|
|
2015
Q4 | $1.25M | Hold |
154,770
| – | – | 0.82% | 41 |
|
|
2015
Q3 | $1.18M | Hold |
154,770
| – | – | 0.77% | 40 |
|
|
2015
Q2 | $1.27M | Hold |
154,770
| – | – | 0.76% | 42 |
|
|
2015
Q1 | $1.28M | Sell |
154,770
-1,380
| -0.9% | -$11.4K | 0.77% | 43 |
|
|
2014
Q4 | $1.28M | Hold |
156,150
| – | – | 0.73% | 43 |
|
|
2014
Q3 | $1.22M | Hold |
156,150
| – | – | 0.63% | 46 |
|
|
2014
Q2 | $1.22M | Hold |
156,150
| – | – | 0.62% | 49 |
|
|
2014
Q1 | $1.16M | Buy |
156,150
+81,630
| +110% | +$609K | 0.64% | 46 |
|
|
2013
Q4 | $547K | Buy |
+74,520
| New | +$547K | 0.41% | 54 |
|
|
2013
Q3 | – | Sell |
-15,600
| Closed | -$99K | – | 302 |
|
|
2013
Q2 | $99K | Buy |
+15,600
| New | +$99K | 0.08% | 80 |
|