Madison Wealth Partners, Inc Schwab Strategic U.S. Mid Cap Transaction History
Madison Wealth Partners, Inc
- $345 Million
- Q4 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 54,177 shares of SCHM stock, worth $1.44 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
54,177
Previous 15,846
241.9%
Holding current value
$1.44 Million
Previous $1.32 Million
14.06%
% of portfolio
0.44%
Previous 0.4%
Shares
9 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio