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Madden Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Madden Securities’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522K Sell
16,846
-219
-1% -$6.97K 0.16% 81
2025
Q4 		$513K Sell
17,065
-292
-2% -$8.7K 0.16% 83
2025
Q3 		$514K Sell
17,357
-563
-3% -$16.4K 0.16% 83
2025
Q2 		$503K Sell
17,920
-305
-2% -$8.05K 0.17% 81
2025
Q1 		$477K Sell
18,225
-2,188
-11% -$60.9K 0.19% 83
2024
Q4 		$566K Sell
20,413
-464
-2% -$13.2K 0.23% 77
2024
Q3 		$578K Buy
20,877
+6
+0% +$160 0.25% 72
2024
Q2 		$541K Hold
20,871
– – 0.24% 72
2024
Q1 		$567K Sell
20,871
-2,079
-9% -$53K 0.26% 68
2023
Q4 		$576K Buy
22,950
+129
+0.6% +$2.96K 0.31% 58
2023
Q3 		$515K Sell
22,821
-303
-1% -$7.18K 0.29% 58
2023
Q2 		$547K Buy
23,124
+288
+1% +$6.49K 0.28% 57
2023
Q1 		$516K Buy
22,836
+1,971
+9% +$45.4K 0.27% 61
2022
Q4 		$456K Buy
20,865
+1,335
+7% +$29.3K 0.24% 68
2022
Q3 		$394K Buy
19,530
+9
+0% +$201 0.24% 73
2022
Q2 		$408K Sell
19,521
-222
-1% -$5.12K 0.22% 73
2022
Q1 		$499K Sell
19,743
-2,424
-11% -$60.8K 0.23% 72
2021
Q4 		$594K Sell
22,167
-189
-0.8% -$5.04K 0.28% 68
2021
Q3 		$571K Sell
22,356
-24
-0.1% -$627 0.31% 68
2021
Q2 		$584K Sell
22,380
-498
-2% -$12.9K 0.31% 83
2021
Q1 		$568K Sell
22,878
-5,778
-20% -$140K 0.33% 80
2020
Q4 		$651K Sell
28,656
-9,912
-26% -$207K 0.42% 71
2020
Q3 		$713K Sell
38,568
-7,836
-17% -$145K 0.53% 60
2020
Q2 		$814K Buy
+46,404
New +$756K 0.73% 45
2019
Q4 		$974K Buy
+48,708
New +$943K 0.98% 27

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Madden Securities's SCHM Position: Q1 2026 in Review

Madden Securities reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q1 2026, selling an estimated $6.97K and leaving 16,846 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #81.

Madden Securities first reported a position in SCHM in Q4 2019 and has held it in 25 quarters since. The position peaked at $974K in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Madden Securities held 16,846 shares of Schwab US Mid-Cap ETF worth $522K as of Q1 2026.
  • Madden Securities sold 219 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $6.97K.
  • Schwab US Mid-Cap ETF made up 0.16% of Madden Securities's portfolio in Q1 2026, its #81 holding.
  • Madden Securities first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Schwab US Mid-Cap ETF position peaked at $974K in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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