Madden Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.55M	Sell	255,571 -10,213	-4%	-$274K	2.58%	9
2025 Q4	$7.15M	Sell	265,784 -5,168	-2%	-$138K	2.88%	8
2025 Q3	$7.14M	Sell	270,952 -7,379	-3%	-$187K	2.76%	8
2025 Q2	$6.8M	Sell	278,331 -612	-0.2%	-$13.8K	2.9%	8
2025 Q1	$6.16M	Buy	278,943 +2,095	+0.8%	+$48.8K	2.87%	7
2024 Q4	$6.42M	Sell	276,848 -2,305	-0.8%	-$53.7K	2.98%	7
2024 Q3	$6.31M	Buy	279,153 +7,245	+3%	+$158K	2.89%	8
2024 Q2	$5.82M	Sell	271,908 -1,701	-0.6%	-$35.1K	2.96%	8
2024 Q1	$5.66M	Sell	273,609 -15,783	-5%	-$311K	2.98%	8
2023 Q4	$5.44M	Buy	289,392 +1,224	+0.4%	+$21.5K	3.07%	7
2023 Q3	$4.86M	Buy	288,168 +13,920	+5%	+$244K	3.07%	7
2023 Q2	$4.79M	Sell	274,248 -1,392	-0.5%	-$23K	3.1%	7
2023 Q1	$4.44M	Sell	275,640 -828	-0.3%	-$13K	3.12%	7
2022 Q4	$4.16M	Buy	276,468 +1,566	+0.6%	+$23.7K	3.11%	7
2022 Q3	$3.88M	Sell	274,902 -33	-0%	-$518	3.1%	8
2022 Q2	$4.09M	Sell	274,935 -7,614	-3%	-$123K	3.1%	8
2022 Q1	$5.07M	Buy	282,549 +1,755	+0.6%	+$31.1K	3.45%	8
2021 Q4	$5.33M	Buy	280,794 +5,442	+2%	+$101K	3.5%	8
2021 Q3	$4.77M	Buy	275,352 +4,272	+2%	+$76.2K	3.41%	8
2021 Q2	$4.7M	Sell	271,080 -9,978	-4%	-$168K	3.47%	9
2021 Q1	$4.5M	Buy	281,058 +2,448	+0.9%	+$38.4K	3.52%	9
2020 Q4	$4.22M	Sell	278,610 -7,080	-2%	-$101K	3.55%	8
2020 Q3	$3.84M	Sell	285,690 -6,348	-2%	-$84.3K	3.66%	8
2020 Q2	$3.61M	Sell	292,038 -472,824	-62%	-$5.51M	3.74%	7
2020 Q1	$7.81M	Buy	764,862 +552,234	+260%	+$6.71M	5.41%	3
2019 Q4	$2.72M	Sell	212,628 -3,666	-2%	-$44.9K	1.78%	19
2019 Q3	$2.56M	Sell	216,294 -21,060	-9%	-$248K	1.82%	19
2019 Q2	$2.78M	Sell	237,354 -14,808	-6%	-$170K	1.73%	21
2019 Q1	$2.84M	Sell	252,162 -1,248	-0.5%	-$13.5K	1.52%	24
2018 Q4	$2.52M	Buy	253,410 +87,534	+53%	+$939K	1.52%	24
2018 Q3	$1.92M	Buy	165,876 +30	+0%	+$341	1.16%	30
2018 Q2	$1.8M	Buy	165,846 +25,062	+18%	+$270K	1.14%	28
2018 Q1	$1.48M	Sell	140,784 -12	-0%	-$131	0.9%	33
2017 Q4	$1.5M	Hold	140,796	–	–	0.9%	34
2017 Q3	$1.41M	Buy	140,796 +4,104	+3%	+$40.3K	0.89%	33
2017 Q2	$1.32M	Hold	136,692	–	–	0.87%	33
2017 Q1	$1.28M	Sell	136,692 -30,078	-18%	-$278K	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%	+$598K	0.64%	46
2013 Q4	$547K	Buy	+74,520	New	+$525K	0.41%	54
2013 Q3	–	Sell	-15,600	Closed	-$99K	–	302
2013 Q2	$99K	Buy	+15,600	New	+$99.8K	0.08%	80