A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Wealth Management holds 9,135 shares of SCHX stock, worth $211,932. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,135
Previous 9,135 -0.0%
Holding current value
$211,932
Previous $478,000 3.35%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$47.67 - $52.37 $78,178 - $85,886
-1,640 Reduced 15.22%
9,135 $478,000
Q1 2023

May 08, 2023

SELL
$44.78 - $49.41 $23,285 - $25,693
-520 Reduced 4.6%
10,775 $521,000
Q4 2022

Feb 08, 2023

BUY
$42.25 - $48.16 $477,213 - $543,967
11,295 New
11,295 $509,000

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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