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 $1.81 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

61,320

Previous 61,320 -0.0%

Holding current value

$1.81 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

198

Shares Held

69.7M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
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Madison Wealth Management Schwab Strategic Tr 1000 Index Transaction History