MS
SCHX icon

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

Madden Securities’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.55M Sell
52,765
-19,506
-27% -$557K 0.43% 52
2026
Q1 		$1.85M Buy
72,271
+824
+1% +$22.1K 0.56% 47
2025
Q4 		$1.92M Buy
71,447
+3,135
+5% +$83.7K 0.59% 45
2025
Q3 		$1.8M Sell
68,312
-1,093
-2% -$27.8K 0.55% 45
2025
Q2 		$1.7M Buy
69,405
+181
+0.3% +$4.09K 0.57% 44
2025
Q1 		$1.53M Sell
69,224
-896
-1% -$20.9K 0.59% 43
2024
Q4 		$1.63M Sell
70,120
-842
-1% -$19.6K 0.65% 39
2024
Q3 		$1.6M Buy
70,962
+273
+0.4% +$5.95K 0.69% 38
2024
Q2 		$1.51M Buy
70,689
+12,087
+21% +$250K 0.67% 41
2024
Q1 		$1.21M Sell
58,602
-1,896
-3% -$37.3K 0.56% 43
2023
Q4 		$1.14M Buy
+60,498
New +$1.06M 0.6% 41
2023
Q3 		– Sell
-62,844
Closed -$1.1M – 91
2023
Q2 		$1.1M Sell
62,844
-2,679
-4% -$44.2K 0.56% 42
2023
Q1 		$1.06M Sell
65,523
-11,640
-15% -$183K 0.56% 41
2022
Q4 		$1.16M Sell
77,163
-260,712
-77% -$3.95M 0.61% 41
2022
Q3 		$4.77M Sell
337,875
-198
-0.1% -$3.11K 2.88% 10
2022
Q2 		$5.03M Buy
338,073
+14,316
+4% +$232K 2.76% 10
2022
Q1 		$5.81M Buy
323,757
+32,871
+11% +$582K 2.62% 13
2021
Q4 		$5.52M Buy
290,886
+32,706
+13% +$604K 2.59% 10
2021
Q3 		$4.48M Sell
258,180
-738
-0.3% -$13.2K 2.42% 8
2021
Q2 		$4.49M Sell
258,918
-6,312
-2% -$106K 2.34% 8
2021
Q1 		$4.25M Buy
265,230
+11,214
+4% +$176K 2.48% 6
2020
Q4 		$3.85M Sell
254,016
-2,100
-0.8% -$30.1K 2.48% 6
2020
Q3 		$3.44M Sell
256,116
-7,914
-3% -$105K 2.56% 8
2020
Q2 		$3.26M Buy
+264,030
New +$3.08M 2.9% 6
2019
Q4 		$3.33M Buy
+260,166
New +$3.19M 3.34% 4

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Madden Securities's SCHX Position: Q2 2026 in Review

Madden Securities reduced its Schwab US Large- Cap ETF (SCHX) stake by 27% in Q2 2026, selling an estimated $557K and leaving 52,765 shares worth $1.55M. The position accounts for 0.43% of the portfolio, ranked #52.

Madden Securities first reported a position in SCHX in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.81M in Q1 2022. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Madden Securities held 52,765 shares of Schwab US Large- Cap ETF worth $1.55M as of Q2 2026.
  • Madden Securities sold 19,506 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $557K.
  • Schwab US Large- Cap ETF made up 0.43% of Madden Securities's portfolio in Q2 2026, its #52 holding.
  • Madden Securities first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Madden Securities's Schwab US Large- Cap ETF position peaked at $5.81M in Q1 2022.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.