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Madden Securities’s Schwab US Broad Market ETF SCHB Stock Holding History

Madden Securities’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-45,723
Closed -$958K – 110
2024
Q2 		$958K Sell
45,723
-12
-0% -$243 0.42% 55
2024
Q1 		$931K Sell
45,735
-648
-1% -$12.5K 0.43% 58
2023
Q4 		$861K Sell
46,383
-45
-0.1% -$777 0.46% 51
2023
Q3 		$771K Sell
46,428
-594
-1% -$10.3K 0.44% 46
2023
Q2 		$810K Sell
47,022
-21
-0% -$342 0.41% 50
2023
Q1 		$750K Sell
47,043
-297
-0.6% -$4.64K 0.4% 53
2022
Q4 		$707K Sell
47,340
-894
-2% -$13.4K 0.37% 52
2022
Q3 		$675K Buy
48,234
+6
+0% +$93 0.41% 54
2022
Q2 		$710K Sell
48,228
-27
-0.1% -$433 0.39% 57
2022
Q1 		$859K Buy
48,255
+3
+0% +$53 0.39% 55
2021
Q4 		$909K Sell
48,252
-16,644
-26% -$306K 0.43% 58
2021
Q3 		$1.12M Sell
64,896
-1,014
-2% -$18K 0.61% 51
2021
Q2 		$1.15M Sell
65,910
-4,164
-6% -$70.5K 0.6% 47
2021
Q1 		$1.13M Sell
70,074
-39,288
-36% -$619K 0.66% 42
2020
Q4 		$1.66M Sell
109,362
-5,490
-5% -$78.2K 1.07% 32
2020
Q3 		$1.52M Sell
114,852
-9,096
-7% -$120K 1.13% 25
2020
Q2 		$1.52M Buy
+123,948
New +$1.43M 1.35% 22
2019
Q4 		$1.62M Buy
+126,378
New +$1.55M 1.62% 14

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Madden Securities's SCHB Position: Q3 2024 in Review

Madden Securities sold out of Schwab US Broad Market ETF (SCHB) in Q3 2024, closing a stake of 45,723 shares — an estimated $958K sold.

Madden Securities first reported a position in SCHB in Q4 2019 and held it in 18 quarters. The position peaked at $1.66M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold SCHB as of Q3 2024.

  • Madden Securities reported no remaining Schwab US Broad Market ETF position as of Q3 2024 after selling out during the quarter.
  • Madden Securities sold 45,723 Schwab US Broad Market ETF shares in Q3 2024, an estimated $958K.
  • Madden Securities first reported a position in Schwab US Broad Market ETF in Q4 2019 and held it in 18 quarters.
  • Madden Securities's Schwab US Broad Market ETF position peaked at $1.66M in Q4 2020.
  • 1,098 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2024.

Based on Madden Securities's 13F filing for Q3 2024, filed 10 Oct 2024.