Madison Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Madison Wealth Management holds 42,935 shares of SCHB stock, worth $2.73 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

42,935

Previous 43,720 1.8%

Holding current value

$2.73 Million

Previous $2.26 Million 5.31%

% of portfolio

0.48%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$49.59 - $53.57 $38,928 - $42,052	-785 Reduced 1.8%	42,935 $2.14 Million
Q2 2023 Aug 10, 2023	SELL	$47.08 - $51.7 $11,770 - $12,925	-250 Reduced 0.57%	43,720 $2.26 Million
Q1 2023 May 08, 2023	SELL	$44.47 - $49.23 $10,228 - $11,322	-230 Reduced 0.52%	43,970 $2.1 Million
Q4 2022 Feb 08, 2023	SELL	$43.88 - $47.81 $24,792 - $27,012	-565 Reduced 1.26%	44,200 $1.98 Million
Q1 2022 May 16, 2022	BUY	N/A	22,307 Added 99.33%	44,765 $0

Q4 2021 Feb 11, 2022	SELL	N/A	-835 Reduced 3.58%	22,458 $2.54 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-340 Reduced 1.44%	23,293 $2.42 Million
Q2 2020 Aug 14, 2020	BUY	N/A	3,915 Added 19.85%	23,633 $1.74 Million
Q1 2020 May 08, 2020	BUY	N/A	3,575 Added 22.15%	19,718 $1.19 Million
Q4 2019 Feb 11, 2020	BUY	N/A	16,143 New	16,143 $1.24 Million

Others Institutions Holding SCHB

# of Institutions

1,122

Shares Held

161M

Call Options Held

230K

Put Options Held

29.7K

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About SCHWAB STRATEGIC TR US BROAD M

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Madison Wealth Management Schwab Strategic Tr Us Broad M Transaction History