Madison Wealth Partners, Inc Schwab Strategic Tr Us Small C Transaction History

Madison Wealth Partners, Inc

  • $282 Million
  • Q2 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 15,875 shares of SCHA stock, worth $768,032. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,875
Previous 14,904 6.52%
Holding current value
$768,032
Previous $733,000 2.73%
% of portfolio
0.27%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$45.24 - $49.04 $43,928 - $47,617
971 Added 6.52%
15,875 $753,000
Q1 2024

Apr 29, 2024
BUY
$44.84 - $49.24 $30,760 - $33,778
686 Added 4.82%
14,904 $733,000
Q4 2023

Feb 12, 2024
BUY
$38.13 - $48.02 $342,598 - $431,459
8,985 Added 171.7%
14,218 $671,000
Q3 2023

Nov 01, 2023
BUY
$40.85 - $46.1 $11,438 - $12,908
280 Added 5.65%
5,233 $216,000
Q2 2023

Jul 20, 2023
BUY
$39.91 - $43.82 $1,436 - $1,577
36 Added 0.73%
4,953 $216,000
Q1 2023

Apr 20, 2023
BUY
$39.82 - $46.36 $195,794 - $227,952
4,917 New
4,917 $206,000

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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