Madden Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-36,856	Closed	-$933K	–	79
2018 Q2	$933K	Sell	36,856 -1,500	-4%	-$37.9K	0.59%	42
2018 Q1	$978K	Hold	38,356	–	–	0.59%	42
2017 Q4	$998K	Buy	38,356 +3,374	+10%	+$88K	0.6%	42
2017 Q3	$915K	Buy	34,982 +3,650	+12%	+$95.7K	0.58%	46
2017 Q2	$818K	Buy	31,332 +920	+3%	+$24K	0.54%	48
2017 Q1	$787K	Sell	30,412 -4,116	-12%	-$106K	0.51%	50
2016 Q4	$889K	Sell	34,528 -5,858	-15%	-$153K	0.6%	48
2016 Q3	$1.08M	Sell	40,386 -1,126	-3%	-$30.2K	0.67%	45
2016 Q2	$1.11M	Sell	41,512 -2,340	-5%	-$62K	0.69%	44
2016 Q1	$1.16M	Sell	43,852 -1,800	-4%	-$47K	0.75%	44
2015 Q4	$1.18M	Sell	45,652 -6,580	-13%	-$171K	0.77%	43
2015 Q3	$1.36M	Sell	52,232 -990	-2%	-$25.7K	0.89%	34
2015 Q2	$1.38M	Sell	53,222 -5,760	-10%	-$151K	0.82%	38
2015 Q1	$1.56M	Sell	58,982 -3,590	-6%	-$94.7K	0.94%	38
2014 Q4	$1.64M	Sell	62,572 -2,660	-4%	-$69.4K	0.93%	35
2014 Q3	$1.69M	Sell	65,232 -2,910	-4%	-$75.3K	0.88%	35
2014 Q2	$1.77M	Sell	68,142 -4,110	-6%	-$106K	0.9%	36
2014 Q1	$1.85M	Sell	72,252 -17,406	-19%	-$444K	1.01%	29
2013 Q4	$2.25M	Sell	89,658 -8,098	-8%	-$206K	1.69%	18
2013 Q3	$2.48M	Sell	97,756 -46,548	-32%	-$1.17M	2.16%	12
2013 Q2	$3.65M	Buy	+144,304	New	+$3.74M	3%	8

Other funds holding SCHZ

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Madden Advisory Services's SCHZ Position: Q3 2018 in Review

Madden Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2018, closing a stake of 36,856 shares — an estimated $933K sold.

Madden Advisory Services first reported a position in SCHZ in Q2 2013 and held it in 21 quarters. The position peaked at $3.65M in Q2 2013. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

Madden Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2018 after selling out during the quarter.
Madden Advisory Services sold 36,856 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $933K.
Madden Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q2 2013 and held it in 21 quarters.
Madden Advisory Services's Schwab US Aggregate Bond ETF position peaked at $3.65M in Q2 2013.
331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

Based on Madden Advisory Services's 13F filing for Q3 2018, filed 8 Nov 2018.