MS
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Madden Securities’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Madden Securities’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Sell
89,487
-283
-0.3% -$8.48K 0.78% 35
2025
Q4 		$2.56M Sell
89,770
-235
-0.3% -$6.64K 0.78% 37
2025
Q3 		$2.51M Sell
90,005
-1,826
-2% -$48.8K 0.77% 34
2025
Q2 		$2.32M Buy
91,831
+500
+0.5% +$11.8K 0.78% 34
2025
Q1 		$2.14M Sell
91,331
-144
-0.2% -$3.67K 0.83% 35
2024
Q4 		$2.37M Sell
91,475
-1,825
-2% -$48.6K 0.95% 32
2024
Q3 		$2.4M Sell
93,300
-34
-0% -$844 1.04% 28
2024
Q2 		$2.21M Sell
93,334
-14,298
-13% -$339K 0.98% 28
2024
Q1 		$2.65M Sell
107,632
-47,078
-30% -$1.1M 1.22% 25
2023
Q4 		$3.65M Buy
154,710
+1,270
+0.8% +$26.8K 1.93% 18
2023
Q3 		$3.18M Sell
153,440
-1,386
-0.9% -$30.4K 1.8% 21
2023
Q2 		$3.39M Buy
154,826
+6,200
+4% +$129K 1.73% 24
2023
Q1 		$3.12M Sell
148,626
-1,990
-1% -$42.8K 1.65% 22
2022
Q4 		$3.05M Buy
150,616
+72,832
+94% +$1.49M 1.61% 16
2022
Q3 		$1.47M Buy
77,784
+5,048
+7% +$106K 0.89% 36
2022
Q2 		$1.42M Buy
72,736
+628
+0.9% +$13.4K 0.78% 38
2022
Q1 		$1.71M Buy
72,108
+5,372
+8% +$127K 0.77% 35
2021
Q4 		$1.71M Buy
66,736
+1,600
+2% +$41.4K 0.8% 42
2021
Q3 		$1.63M Buy
65,136
+1,468
+2% +$37.3K 0.88% 39
2021
Q2 		$1.66M Buy
63,668
+876
+1% +$22.4K 0.87% 36
2021
Q1 		$1.56M Sell
62,792
-16,928
-21% -$416K 0.92% 35
2020
Q4 		$1.77M Sell
79,720
-2,504
-3% -$49.9K 1.14% 30
2020
Q3 		$1.4M Sell
82,224
-468
-0.6% -$8.06K 1.04% 29
2020
Q2 		$1.35M Buy
+82,692
New +$1.24M 1.2% 26
2019
Q4 		$1.18M Buy
+62,080
New +$1.12M 1.18% 22

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Madden Securities's SCHA Position: Q1 2026 in Review

Madden Securities reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.32% in Q1 2026, selling an estimated $8.48K and leaving 89,487 shares worth $2.6M. The position accounts for 0.78% of the portfolio, ranked #35.

Madden Securities first reported a position in SCHA in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.65M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Madden Securities held 89,487 shares of Schwab U.S Small- Cap ETF worth $2.6M as of Q1 2026.
  • Madden Securities sold 283 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.48K.
  • Schwab U.S Small- Cap ETF made up 0.78% of Madden Securities's portfolio in Q1 2026, its #35 holding.
  • Madden Securities first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Schwab U.S Small- Cap ETF position peaked at $3.65M in Q4 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Madden Securities's 13F filing for Q1 2026, filed 5 May 2026.