Madison Wealth Management Schwab Strategic Tr Us Broad M Transaction History

Madison Wealth Management

  • $449 Million
  • Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Madison Wealth Management holds 42,935 shares of SCHB stock, worth $998,668. This represents 0.48% of its overall portfolio holdings.

Number of Shares
42,935
Previous 43,720 1.8%
Holding current value
$998,668
Previous $2.26 Million 5.31%
% of portfolio
0.48%
Previous 0.48%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$49.59 - $53.57 $38,928 - $42,052
-785 Reduced 1.8%
42,935 $2.14 Million
Q2 2023

Aug 10, 2023
SELL
$47.08 - $51.7 $11,770 - $12,925
-250 Reduced 0.57%
43,720 $2.26 Million
Q1 2023

May 08, 2023
SELL
$44.47 - $49.23 $10,228 - $11,322
-230 Reduced 0.52%
43,970 $2.1 Million
Q4 2022

Feb 08, 2023
SELL
$41.94 - $47.81 $23,696 - $27,012
-565 Reduced 1.26%
44,200 $1.98 Million
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $1.1 Million - $1.27 Million
22,307 Added 99.33%
44,765 $0
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $43,311 - $47,478
-835 Reduced 3.58%
22,458 $2.54 Million
Q3 2021

Nov 12, 2021
SELL
$51.32 - $54.83 $17,448 - $18,642
-340 Reduced 1.44%
23,293 $2.42 Million
Q2 2020

Aug 14, 2020
BUY
$28.84 - $38.49 $112,908 - $150,688
3,915 Added 19.85%
23,633 $1.74 Million
Q1 2020

May 08, 2020
BUY
$26.18 - $40.44 $93,593 - $144,573
3,575 Added 22.15%
19,718 $1.19 Million
Q4 2019

Feb 11, 2020
BUY
$34.47 - $38.58 $556,449 - $622,796
16,143 New
16,143 $1.24 Million

Others Institutions Holding SCHB

# of Institutions
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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