Madison Wealth Management Schwab Strategic Tr 1000 Index Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Madison Wealth Management holds 61,320 shares of SCHK stock, worth $1.67 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

61,320

Previous 61,320 -0.0%

Holding current value

$1.67 Million

Previous $2.62 Million 3.47%

% of portfolio

0.56%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$38.96 - $42.79 $1,558 - $1,711	-40 Reduced 0.07%	61,320 $2.62 Million
Q4 2022 Feb 08, 2023	BUY	$34.56 - $39.43 $101,260 - $115,529	2,930 Added 5.01%	61,360 $2.27 Million
Q3 2022 Nov 10, 2022	SELL	$34.61 - $41.69 $8,237 - $9,922	-238 Reduced 0.41%	58,430 $2.02 Million
Q2 2022 Aug 11, 2022	BUY	$35.4 - $44.52 $76,570 - $96,296	2,163 Added 3.83%	58,668 $2.14 Million
Q3 2020 Nov 09, 2020	BUY	$30.53 - $35.25 $12,975 - $14,981	425 Added 0.76%	56,505 $1.86 Million
Q2 2020 Aug 14, 2020	BUY	$23.93 - $31.78 $31,109 - $41,314	1,300 Added 2.37%	56,080 $1.7 Million
Q1 2020 May 08, 2020	BUY	$21.7 - $33.28 $303,366 - $465,254	13,980 Added 34.26%	54,780 $1.37 Million
Q4 2019 Feb 11, 2020	BUY	$28.33 - $31.69 $1.16 Million - $1.29 Million	40,800 New	40,800 $1.29 Million

Others Institutions Holding SCHK

# of Institutions

202

Shares Held

69.9M

Call Options Held

3.9K

Put Options Held

6.9K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

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 1000 Index Transaction History