Madden Securities’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Madden Securities’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-755	Closed	-$23.8K	–	305
2022 Q4	$23.8K	Sell	755 -18,895	-96%	-$576K	0.01%	260
2022 Q3	$545K	Hold	19,650	–	–	0.33%	59
2022 Q2	$614K	Hold	19,650	–	–	0.34%	61
2022 Q1	$746K	Buy	19,650 +1,160	+6%	+$44.4K	0.34%	59
2021 Q4	$757K	Buy	18,490 +6,040	+49%	+$252K	0.35%	63
2021 Q3	$517K	Hold	12,450	–	–	0.28%	72
2021 Q2	$518K	Hold	12,450	–	–	0.27%	90
2021 Q1	$491K	Buy	12,450 +2,140	+21%	+$83.5K	0.29%	90
2020 Q4	$388K	Hold	10,310	–	–	0.25%	95
2020 Q3	$335K	Hold	10,310	–	–	0.25%	88
2020 Q2	$305K	Buy	+10,310	New	+$285K	0.27%	79
2019 Q4	$333K	Buy	+9,600	New	+$320K	0.33%	79

Other funds holding SCHC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Madden Securities's SCHC Position: Q1 2023 in Review

Madden Securities sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 755 shares — an estimated $23.8K sold.

Madden Securities first reported a position in SCHC in Q4 2019 and held it in 12 quarters. The position peaked at $757K in Q4 2021. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

Madden Securities reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 755 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $23.8K.
Madden Securities first reported a position in Schwab International Small-Cap Equity ETF in Q4 2019 and held it in 12 quarters.
Madden Securities's Schwab International Small-Cap Equity ETF position peaked at $757K in Q4 2021.
373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.