Madden Advisory Services, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Madden Advisory Services, Inc.

  • $257 Million
  • Q3 2025

A detailed history of Madden Advisory Services, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madden Advisory Services, Inc. holds 169,060 shares of SCHM stock, worth $4.93 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
169,060
Previous 155,743 8.55%
Holding current value
$4.93 Million
Previous $4.37 Million 14.7%
% of portfolio
1.95%
Previous 1.87%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$28.15 - $30.13 $374,873 - $401,241
13,317 Added 8.55%
169,060 $5.01 Million
Q2 2025

Jul 23, 2025
BUY
$22.92 - $28.05 $64,749 - $79,241
2,825 Added 1.85%
155,743 $4.37 Million
Q1 2025

May 06, 2025
BUY
$25.58 - $29.24 $28,189 - $32,222
1,102 Added 0.73%
152,918 $4.01 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $2.82 Million - $8.5 Million
102,349 Added 206.9%
151,816 $4.21 Million
Q3 2024

Oct 30, 2024
BUY
$75.47 - $83.18 $163,317 - $180,001
2,164 Added 4.57%
49,467 $4.11 Million
Q2 2024

Aug 07, 2024
SELL
$75.69 - $81.19 $35,801 - $38,402
-473 Reduced 0.99%
47,303 $3.68 Million
Q1 2024

May 02, 2024
BUY
$72.89 - $81.43 $42,640 - $47,636
585 Added 1.24%
47,776 $3.89 Million
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $29,929 - $36,076
475 Added 1.02%
47,191 $3.55 Million
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $4,939 - $5,474
-74 Reduced 0.16%
46,716 $3.16 Million
Q2 2023

Aug 07, 2023
BUY
$65.29 - $71.03 $52,297 - $56,895
801 Added 1.74%
46,790 $3.32 Million
Q1 2023

Apr 25, 2023
SELL
$64.24 - $73.9 $8,158 - $9,385
-127 Reduced 0.28%
45,989 $3.12 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $62,576 - $71,688
1,025 Added 2.27%
46,116 $3.03 Million
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $16,577 - $19,867
-274 Reduced 0.6%
45,091 $2.73 Million
Q2 2022

Jul 29, 2022
SELL
$60.91 - $76.4 $32,038 - $40,186
-526 Reduced 1.15%
45,365 $2.85 Million
Q1 2022

Apr 18, 2022
BUY
$70.66 - $80.89 $95,179 - $108,958
1,347 Added 3.02%
45,891 $3.48 Million
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $178,167 - $195,466
2,344 Added 5.55%
44,544 $3.58 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $510,606 - $553,698
6,840 Added 19.34%
42,200 $3.24 Million
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $122,185 - $129,519
1,637 Added 4.85%
35,360 $2.77 Million
Q1 2021

May 04, 2021
BUY
$67.07 - $76.85 $166,132 - $190,357
2,477 Added 7.93%
33,723 $2.51 Million
Q4 2020

Jan 28, 2021
SELL
$55.93 - $68.45 $71,198 - $87,136
-1,273 Reduced 3.91%
31,246 $2.13 Million
Q3 2020

Oct 30, 2020
SELL
$51.99 - $58.83 $286,360 - $324,035
-5,508 Reduced 14.48%
32,519 $1.8 Million
Q2 2020

Aug 10, 2020
SELL
$39.01 - $57.03 $2.27 Million - $3.32 Million
-58,288 Reduced 60.52%
38,027 $2 Million
Q1 2020

May 11, 2020
BUY
$35.83 - $62.24 $2.04 Million - $3.54 Million
56,927 Added 144.53%
96,315 $4.06 Million
Q4 2019

Jan 27, 2020
SELL
$54.56 - $60.24 $1.06 Million - $1.17 Million
-19,456 Reduced 33.06%
39,388 $1.81 Million
Q3 2019

Nov 01, 2019
SELL
$56.23 - $57.59 $738,131 - $755,983
-13,127 Reduced 18.24%
58,844 $3.33 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-21,467 Reduced 22.97%
71,971 $4.11 Million
Q1 2019

Apr 16, 2019
BUY
N/A
991 Added 1.07%
93,438 $5.18 Million
Q4 2018

Jan 23, 2019
BUY
N/A
2,322 Added 2.58%
92,447 $4.43 Million
Q3 2018

Nov 08, 2018
BUY
N/A
2,014 Added 2.29%
90,125 $5.21 Million
Q2 2018

Aug 07, 2018
BUY
N/A
3,891 Added 4.62%
88,111 $4.84 Million
Q1 2018

May 08, 2018
BUY
N/A
562 Added 0.67%
84,220 $4.45 Million
Q4 2017

Feb 13, 2018
BUY
N/A
560 Added 0.67%
83,658 $4.46 Million
Q3 2017

Nov 07, 2017
BUY
N/A
484 Added 0.59%
83,098 $4.16 Million
Q2 2017

Aug 11, 2017
BUY
N/A
82,614
82,614 $3.98 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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