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Madden Securities’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Madden Securities’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.33M Sell
303,980
-940
-0.3% -$28.5K 2.8% 8
2025
Q4 		$8.36M Sell
304,920
-4,540
-1% -$123K 2.55% 11
2025
Q3 		$8.45M Sell
309,460
-69
-0% -$1.88K 2.58% 11
2025
Q2 		$8.2M Sell
309,529
-4,140
-1% -$108K 2.75% 7
2025
Q1 		$8.77M Sell
313,669
-3,745
-1% -$104K 3.4% 5
2024
Q4 		$8.67M Buy
317,414
+10,373
+3% +$295K 3.47% 6
2024
Q3 		$8.65M Sell
307,041
-1,770
-0.6% -$48.2K 3.73% 5
2024
Q2 		$8M Buy
308,811
+8,889
+3% +$231K 3.55% 6
2024
Q1 		$8.06M Buy
299,922
+462
+0.2% +$11.9K 3.72% 5
2023
Q4 		$7.6M Sell
299,460
-705
-0.2% -$16.8K 4.02% 4
2023
Q3 		$7.08M Sell
300,165
-5,673
-2% -$139K 4% 4
2023
Q2 		$7.4M Buy
305,838
+26,649
+10% +$637K 3.79% 5
2023
Q1 		$6.81M Buy
279,189
+537
+0.2% +$13.4K 3.6% 5
2022
Q4 		$7.02M Buy
278,652
+165,693
+147% +$4.09M 3.7% 5
2022
Q3 		$2.5M Buy
112,959
+7,269
+7% +$177K 1.51% 25
2022
Q2 		$2.52M Buy
105,690
+5,823
+6% +$148K 1.38% 28
2022
Q1 		$2.63M Buy
99,867
+3,942
+4% +$103K 1.18% 26
2021
Q4 		$2.58M Sell
95,925
-17,463
-15% -$454K 1.21% 31
2021
Q3 		$2.81M Buy
113,388
+4,995
+5% +$127K 1.52% 25
2021
Q2 		$2.73M Buy
108,393
+5,766
+6% +$146K 1.43% 20
2021
Q1 		$2.5M Buy
102,627
+33,693
+49% +$766K 1.46% 20
2020
Q4 		$1.47M Buy
68,934
+18,468
+37% +$374K 0.95% 35
2020
Q3 		$930K Buy
50,466
+11,823
+31% +$218K 0.69% 42
2020
Q2 		$667K Buy
+38,643
New +$653K 0.59% 49
2019
Q4 		$1.63M Buy
+84,495
New +$1.58M 1.64% 13

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Madden Securities's SCHD Position: Q1 2026 in Review

Madden Securities reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.31% in Q1 2026, selling an estimated $28.5K and leaving 303,980 shares worth $9.33M. The position accounts for 2.8% of the portfolio, ranked #8.

Madden Securities first reported a position in SCHD in Q4 2019 and has held it in 25 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Madden Securities held 303,980 shares of Schwab US Dividend Equity ETF worth $9.33M as of Q1 2026.
  • Madden Securities sold 940 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $28.5K.
  • Schwab US Dividend Equity ETF made up 2.8% of Madden Securities's portfolio in Q1 2026, its #8 holding.
  • Madden Securities first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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