Madden Advisory Services, Inc. SCHM holdings history
SCHWAB US MID CAP ETF · CUSIP 808524508 · CIK 1542284
As of 2026-06-30, Madden Advisory Services, Inc. reported 181.69K SCHM (shares), valued at $6.70M, or 2.40% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares increased 0.34%; reported value increased 19.50%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.40% | 181,685 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 2.21% | 181,066 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 2.09% | 173,184 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 1.94% | 169,060 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 1.86% | 155,743 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 1.87% | 152,918 | SEC filing ↗Filed May 6, 2025 |
| Q4 2024 | 1.95% | 151,816 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.88% | 49,467 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 1.87% | 47,303 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 2.05% | 47,776 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.00% | 47,191 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 2.00% | 46,716 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.00% | 46,716 | $3.16M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 2.00% | 47,191 | $3.55M | Shares increased 1.02%; reported value increased 12.42%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.05% | 47,776 | $3.89M | Shares increased 1.24%; reported value increased 9.45%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 1.87% | 47,303 | $3.68M | Shares decreased 0.99%; reported value decreased 5.37%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 1.88% | 49,467 | $4.11M | Shares increased 4.57%; reported value increased 11.64%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 1.95% | 151,816 | $4.21M | Shares increased 206.90%; reported value increased 2.35%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.87% | 152,918 | $4.01M | Shares increased 0.73%; reported value decreased 4.76%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2025 |
| Q2 2025 | 1.86% | 155,743 | $4.37M | Shares increased 1.85%; reported value increased 9.04%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 1.94% | 169,060 | $5.01M | Shares increased 8.55%; reported value increased 14.70%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 2.09% | 173,184 | $5.21M | Shares increased 2.44%; reported value increased 3.93%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 2.21% | 181,066 | $5.61M | Shares increased 4.55%; reported value increased 7.65%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 2.40% | 181,685 | $6.70M | Shares increased 0.34%; reported value increased 19.50%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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