Madison Wealth Management Schwab Strategic Tr Intl Small Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Madison Wealth Management holds 15,300 shares of SCHC stock, worth $560,898. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,300

Previous 15,300 -0.0%

Holding current value

$560,898

Previous $516,000 4.46%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$31.54 - $34.93 $15,770 - $17,465	-500 Reduced 3.16%	15,300 $515,000
Q2 2022 Aug 11, 2022	SELL	$31.0 - $38.49 $2,325 - $2,886	-75 Reduced 0.47%	15,800 $493,000
Q3 2021 Nov 12, 2021	SELL	$40.41 - $44.08 $80,011 - $87,278	-1,980 Reduced 11.09%	15,875 $659,000
Q2 2021 Aug 12, 2021	SELL	$40.16 - $43.04 $17,068 - $18,292	-425 Reduced 2.32%	17,855 $743,000
Q4 2020 Feb 09, 2021	SELL	$31.39 - $37.85 $11,771 - $14,193	-375 Reduced 2.01%	18,280 $688,000
Q3 2020 Nov 09, 2020	SELL	$29.72 - $33.44 $73,705 - $82,931	-2,480 Reduced 11.73%	18,655 $607,000
Q2 2020 Aug 14, 2020	BUY	$23.02 - $31.17 $23,480 - $31,793	1,020 Added 5.07%	21,135 $625,000
Q1 2020 May 08, 2020	BUY	$20.7 - $34.9 $81,351 - $137,157	3,930 Added 24.28%	20,115 $491,000
Q4 2019 Feb 11, 2020	BUY	$31.2 - $34.65 $504,972 - $560,810	16,185 New	16,185 $561,000

Others Institutions Holding SCHC

# of Institutions

454

Shares Held

46.9M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
Sector ETFs
Industry ETFs

More about SCHC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Schwab Strategic Tr Intl Small Transaction History