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

Madison Wealth Partners, Inc

$326 Million
Q3 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 15,846 shares of SCHM stock, worth $456,523. This represents 0.4% of its overall portfolio holdings.

Number of Shares

15,846

Previous 12,056 31.44%

Holding current value

$456,523

Previous $938,000 40.3%

% of portfolio

0.4%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$75.47 - $83.18 $286,031 - $315,252	3,790 Added 31.44%	15,846 $1.32 Million
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

964

Shares Held

156M

Call Options Held

8.1K

Put Options Held

3.6K

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