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

Madden Advisory Services, Inc.

$215 Million
Q4 2024

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 151,816 shares of SCHM stock, worth $3.72 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

151,816

Previous 49,467 206.9%

Holding current value

$3.72 Million

Previous $4.11 Million 2.34%

% of portfolio

1.96%

Previous 1.89%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,003

Shares Held

274M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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