Madison Wealth Partners, Inc Schwab Strategic Tr Us Broad M Transaction History
Madison Wealth Partners, Inc
- $282 Million
- Q2 2024
A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 127,099 shares of SCHB stock, worth $8.09 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
127,099
Previous 118,144
7.58%
Holding current value
$8.09 Million
Previous $7.21 Million
10.79%
% of portfolio
2.83%
Previous 2.67%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,145Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.35 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$393 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$299 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio