MS
SCHV

Madden Securities’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Madden Securities’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,064
Closed -$111K – 307
2022
Q4 		$111K Sell
5,064
-5,505
-52% -$119K 0.06% 123
2022
Q3 		$206K Sell
10,569
-402
-4% -$8.65K 0.12% 92
2022
Q2 		$228K Sell
10,971
-1,191
-10% -$26.7K 0.13% 89
2022
Q1 		$289K Sell
12,162
-2,097
-15% -$49.6K 0.13% 91
2021
Q4 		$348K Sell
14,259
-723
-5% -$17.1K 0.16% 85
2021
Q3 		$337K Buy
14,982
+6
+0% +$139 0.18% 85
2021
Q2 		$341K Sell
14,976
-612
-4% -$13.9K 0.18% 107
2021
Q1 		$339K Sell
15,588
-366
-2% -$7.63K 0.2% 104
2020
Q4 		$317K Sell
15,954
-36,669
-70% -$686K 0.2% 101
2020
Q3 		$915K Sell
52,623
-15,390
-23% -$269K 0.68% 43
2020
Q2 		$1.14M Buy
+68,013
New +$1.11M 1.01% 29
2019
Q4 		$1.95M Buy
+97,383
New +$1.89M 1.96% 11

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 SCHV Position: Q1 2023 in Review

Madden Securities sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 5,064 shares — an estimated $111K sold.

Madden Securities first reported a position in SCHV in Q4 2019 and held it in 12 quarters. The position peaked at $1.95M in Q4 2019. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Madden Securities reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 5,064 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $111K.
  • Madden Securities first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and held it in 12 quarters.
  • Madden Securities's Schwab US Large-Cap Value ETF position peaked at $1.95M in Q4 2019.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

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