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

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

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 8,557 shares of SCHA stock, worth $234,718. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,557
Previous 8,584 0.31%
Holding current value
$234,718
Previous $217,000 9.68%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$25.29 - $28.33 $682 - $764
-27 Reduced 0.31%
8,557 $238,000
Q2 2025

Jul 29, 2025
BUY
$20.42 - $25.3 $102 - $126
5 Added 0.06%
8,584 $217,000
Q1 2025

Apr 22, 2025
SELL
$23.16 - $27.04 $472,139 - $551,237
-20,386 Reduced 70.38%
8,579 $201,000
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $353,936 - $714,858
13,973 Added 93.2%
28,965 $749,000
Q3 2024

Oct 24, 2024
SELL
$46.9 - $51.96 $41,412 - $45,880
-883 Reduced 5.56%
14,992 $772,000
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
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
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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