Madison Wealth Partners, Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 16,109 shares of SCHG stock, worth $1.55 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
16,109
Previous 14,675 9.77%
Holding current value
$1.55 Million
Previous $1.36 Million 19.41%
% of portfolio
0.58%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,254
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
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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