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

Madison Wealth Partners, Inc

  • $405 Million
  • Q2 2025

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 9,822 shares of SCHX stock, worth $247,907. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,822
Previous 9,816 0.06%
Holding current value
$247,907
Previous $216,000 11.11%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$19.6 - $24.44 $117 - $146
6 Added 0.06%
9,822 $240,000
Q1 2025

Apr 22, 2025
SELL
$21.75 - $24.28 $891 - $995
-41 Reduced 0.42%
9,816 $216,000
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $146,764 - $447,370
6,552 Added 198.25%
9,857 $228,000
Q3 2024

Oct 24, 2024
BUY
$61.11 - $67.85 $201,968 - $224,244
3,305 New
3,305 $224,000

Others Institutions Holding SCHX

# of Institutions
1,532
Shares Held
1.13B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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