Madison Wealth Partners, Inc Schwab Strategic Tr Us Dividen Transaction History

Madison Wealth Partners, Inc

$326 Million
Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 11,738 shares of SCHD stock, worth $326,433. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,738

Previous 11,630 0.93%

Holding current value

$326,433

Previous $904,000 9.73%

% of portfolio

0.3%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$77.02 - $85.06 $8,318 - $9,186	108 Added 0.93%	11,738 $992,000
Q2 2024 Aug 09, 2024	SELL	$75.81 - $80.15 $43,211 - $45,685	-570 Reduced 4.67%	11,630 $904,000
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $600,494 - $685,048	8,976 Added 278.41%	12,200 $928,000
Q3 2023 Nov 01, 2023	SELL	$70.63 - $75.66 $125,297 - $134,220	-1,774 Reduced 35.49%	3,224 $228,000
Q2 2023 Jul 20, 2023	SELL	$69.18 - $73.94 $5,534 - $5,915	-80 Reduced 1.58%	4,998 $362,000
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $1,194 - $1,326	17 Added 0.34%	5,078 $371,000
Q4 2022 Jan 24, 2023	SELL	$67.16 - $79.06 $93,621 - $110,209	-1,394 Reduced 21.6%	5,061 $0
Q3 2022 Oct 24, 2022	SELL	$66.43 - $77.87 $40,721 - $47,734	-613 Reduced 8.67%	6,455 $429,000
Q2 2022 Jul 22, 2022	BUY	$70.31 - $80.24 $88,590 - $101,102	1,260 Added 21.69%	7,068 $506,000
Q1 2022 May 02, 2022	BUY	$75.14 - $81.94 $150 - $163	2 Added 0.03%	5,808 $458,000
Q3 2021 Nov 09, 2021	BUY	$74.23 - $78.13 $203,538 - $214,232	2,742 Added 89.49%	5,806 $431,000
Q2 2021 Jul 19, 2021	BUY	$73.32 - $77.65 $224,652 - $237,919	3,064 New	3,064 $232,000

Others Institutions Holding SCHD

# of Institutions

1,759

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Madison Wealth Partners, Inc Schwab Strategic Tr Us Dividen Transaction History