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Madden Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Madden Securities’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.28M Buy
250,075
+628
+0.3% +$19.5K 2.19% 13
2025
Q4 		$8.14M Sell
249,447
-5,316
-2% -$173K 2.48% 12
2025
Q3 		$8.13M Sell
254,763
-8,941
-3% -$272K 2.49% 13
2025
Q2 		$7.7M Sell
263,704
-3,691
-1% -$97.6K 2.58% 9
2025
Q1 		$6.7M Sell
267,395
-6,105
-2% -$167K 2.6% 10
2024
Q4 		$7.62M Sell
273,500
-9,288
-3% -$254K 3.05% 8
2024
Q3 		$7.37M Sell
282,788
-2,188
-0.8% -$55.1K 3.18% 9
2024
Q2 		$7.18M Sell
284,976
-1,276
-0.4% -$30.1K 3.18% 7
2024
Q1 		$6.64M Sell
286,252
-45,684
-14% -$1.01M 3.06% 8
2023
Q4 		$6.88M Sell
331,936
-3,568
-1% -$69K 3.64% 7
2023
Q3 		$6.1M Sell
335,504
-2,772
-0.8% -$52.2K 3.45% 6
2023
Q2 		$6.34M Sell
338,276
-47,684
-12% -$818K 3.24% 6
2023
Q1 		$6.29M Buy
385,960
+8,568
+2% +$130K 3.33% 6
2022
Q4 		$5.24M Buy
377,392
+158,444
+72% +$2.28M 2.76% 12
2022
Q3 		$3.06M Buy
218,948
+10,456
+5% +$164K 1.85% 18
2022
Q2 		$3.02M Buy
208,492
+16,180
+8% +$259K 1.66% 20
2022
Q1 		$3.6M Buy
192,312
+12,736
+7% +$232K 1.62% 23
2021
Q4 		$3.68M Sell
179,576
-8,464
-5% -$169K 1.72% 20
2021
Q3 		$3.48M Sell
188,040
-10,944
-5% -$208K 1.88% 15
2021
Q2 		$3.63M Sell
198,984
-8,512
-4% -$147K 1.9% 15
2021
Q1 		$3.37M Sell
207,496
-25,568
-11% -$416K 1.97% 13
2020
Q4 		$3.74M Sell
233,064
-24,840
-10% -$377K 2.41% 7
2020
Q3 		$3.71M Sell
257,904
-22,032
-8% -$307K 2.76% 5
2020
Q2 		$3.55M Buy
+279,936
New +$3.26M 3.16% 4
2019
Q4 		$3.09M Buy
+266,016
New +$2.93M 3.1% 5

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Madden Securities's SCHG Position: Q1 2026 in Review

Madden Securities increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.25% in Q1 2026, buying an estimated $19.5K and bringing the position to 250,075 shares worth $7.28M. The position accounts for 2.19% of the portfolio, ranked #13.

Madden Securities first reported a position in SCHG in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.14M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Madden Securities held 250,075 shares of Schwab US Large-Cap Growth ETF worth $7.28M as of Q1 2026.
  • Madden Securities bought 628 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $19.5K.
  • Schwab US Large-Cap Growth ETF made up 2.19% of Madden Securities's portfolio in Q1 2026, its #13 holding.
  • Madden Securities first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Schwab US Large-Cap Growth ETF position peaked at $8.14M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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