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

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 19,263 shares of SCHG stock, worth $538,786. This represents 0.61% of its overall portfolio holdings.

Number of Shares
19,263
Previous 16,109 19.58%
Holding current value
$538,786
Previous $1.62 Million 23.52%
% of portfolio
0.61%
Previous 0.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $292,155 - $333,346
3,154 Added 19.58%
19,263 $2.01 Million
Q2 2024

Aug 09, 2024
BUY
$87.04 - $101.61 $124,815 - $145,708
1,434 Added 9.77%
16,109 $1.62 Million
Q1 2024

Apr 29, 2024
BUY
$80.6 - $93.32 $250,182 - $289,665
3,104 Added 26.83%
14,675 $1.36 Million
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $810,895 - $964,674
11,571 New
11,571 $959,000

Others Institutions Holding SCHG

# of Institutions
1,313
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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