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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
2026
Q3 		$88.8K Buy
+3,030
New +$88.9K 0.02% 163
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 		$1.14M 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

Rebalance
Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Evergreen Advisors
Evergreen Advisors Chattanooga, Tennessee $466M AUM 10.26% 1-Year Est. Return
HT Partners
HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Madden Securities's SCHB Position: Q3 2026 in Review

Madden Securities opened a new position in Schwab US Broad Market ETF (SCHB) in Q3 2026: 3,030 shares worth $88.8K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings. This is a return to the name: Madden Securities previously reported a position in SCHB as recently as Q2 2024.

Madden Securities first reported a position in SCHB in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Madden Securities held 3,030 shares of Schwab US Broad Market ETF worth $88.8K as of Q3 2026.
  • Schwab US Broad Market ETF was a new Madden Securities position in Q3 2026.
  • Schwab US Broad Market ETF made up 0.02% of Madden Securities's portfolio in Q3 2026, its #163 holding.
  • Madden Securities first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 19 quarters since.
  • Madden Securities's Schwab US Broad Market ETF position peaked at $1.66M in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Madden Securities's 13F filing for Q3 2026, filed 27 Oct 2026.