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
2026 Q3	$229K	Buy	+6,870	New	+$236K	0.06%	113
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%	-$7.62K	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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Madden Securities's SCHV Position: Q3 2026 in Review

Madden Securities opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q3 2026: 6,870 shares worth $229K. The stake represents 0.06% of the portfolio and ranks #113 among its holdings. This is a return to the name: Madden Securities previously reported a position in SCHV as recently as Q4 2022.

Madden Securities first reported a position in SCHV in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.95M in Q4 2019. 451 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Madden Securities held 6,870 shares of Schwab US Large-Cap Value ETF worth $229K as of Q3 2026.
Schwab US Large-Cap Value ETF was a new Madden Securities position in Q3 2026.
Schwab US Large-Cap Value ETF made up 0.06% of Madden Securities's portfolio in Q3 2026, its #113 holding.
Madden Securities first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 13 quarters since.
Madden Securities's Schwab US Large-Cap Value ETF position peaked at $1.95M in Q4 2019.
451 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

Based on Madden Securities's 13F filing for Q3 2026, filed 27 Oct 2026.