Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Madison Park Capital Advisors, LLC

$114 Billion
Q1 2025

A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 67,295 shares of SCHM stock, worth $1.81 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

67,295

Previous 69,738 3.5%

Holding current value

$1.81 Million

Previous $1.93 Billion 8.76%

% of portfolio

1.55%

Previous 1.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$25.58 - $29.24 $62,491 - $71,433	-2,443 Reduced 3.5%	67,295 $1.76 Billion
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $1.27 Million - $3.83 Million	46,133 Added 195.44%	69,738 $1.93 Billion
Q3 2024 Oct 18, 2024	BUY	$75.47 - $83.18 $11,697 - $12,892	155 Added 0.66%	23,605 $1.96 Billion
Q2 2024 Jul 23, 2024	BUY	$75.69 - $81.19 $80,988 - $86,873	1,070 Added 4.78%	23,450 $1.83 Billion
Q1 2024 Apr 05, 2024	BUY	$72.89 - $81.43 $37,319 - $41,692	512 Added 2.34%	22,380 $1.82 Billion
Q4 2023 Feb 01, 2024	BUY	$63.01 - $75.95 $1.38 Million - $1.66 Million	21,868 New	21,868 $1.65 Billion

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.3K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History