Madison Wealth Partners, Inc Schwab Strategic U.S. Mid Cap Transaction History

Madison Wealth Partners, Inc

$282 Million
Q2 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 12,056 shares of SCHM stock, worth $939,282. This represents 0.33% of its overall portfolio holdings.

Number of Shares

12,056

Previous 11,586 4.06%

Holding current value

$939,282

Previous $943,000 0.53%

% of portfolio

0.33%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$75.69 - $81.19 $35,574 - $38,159	470 Added 4.06%	12,056 $938,000
Q1 2024 Apr 29, 2024	BUY	$72.89 - $81.43 $72,890 - $81,430	1,000 Added 9.45%	11,586 $943,000
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $253,930 - $306,078	4,030 Added 61.47%	10,586 $797,000
Q3 2023 Nov 01, 2023	BUY	$66.75 - $73.98 $34,443 - $38,173	516 Added 8.54%	6,556 $443,000
Q2 2023 Jul 20, 2023	BUY	$65.29 - $71.03 $7,181 - $7,813	110 Added 1.85%	6,040 $429,000
Q1 2023 Apr 20, 2023	BUY	$64.24 - $73.9 $14,389 - $16,553	224 Added 3.93%	5,930 $402,000
Q4 2022 Jan 24, 2023	BUY	$61.05 - $69.94 $348,351 - $399,077	5,706 New	5,706 $0

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Madison Wealth Partners, Inc Schwab Strategic U.S. Mid Cap Transaction History