Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Madison Park Capital Advisors, LLC

$125 Billion
Q4 2024

A detailed history of Madison Park Capital Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Park Capital Advisors, LLC holds 69,738 shares of SCHM stock, worth $1.94 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

69,738

Previous 23,605 195.44%

Holding current value

$1.94 Million

Previous $1.96 Billion 1.47%

% of portfolio

1.54%

Previous 1.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$27.54 - $83.04 $1.27 Million - $3.83 Million	46,133 Added 195.44%	69,738 $1.93 Billion
Q3 2024 Oct 18, 2024	BUY	$75.47 - $83.18 $11,697 - $12,892	155 Added 0.66%	23,605 $1.96 Billion
Q2 2024 Jul 23, 2024	BUY	$75.69 - $81.19 $80,988 - $86,873	1,070 Added 4.78%	23,450 $1.83 Billion
Q1 2024 Apr 05, 2024	BUY	$72.89 - $81.43 $37,319 - $41,692	512 Added 2.34%	22,380 $1.82 Billion
Q4 2023 Feb 01, 2024	BUY	$63.01 - $75.95 $1.38 Million - $1.66 Million	21,868 New	21,868 $1.65 Billion

Others Institutions Holding SCHM

# of Institutions

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Madison Park Capital Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History