Madison Wealth Management Schwab Strategic Tr Intl Small Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Madison Wealth Management holds 15,300 shares of SCHC stock, worth $689,112. This represents 0.11% of its overall portfolio holdings.

Number of Shares

15,300

Previous 15,300 -0.0%

Holding current value

$689,112

Previous $516,000 4.46%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$31.54 - $34.93 $15,770 - $17,465	-500 Reduced 3.16%	15,300 $515,000
Q2 2022 Aug 11, 2022	SELL	$31.0 - $38.49 $2,325 - $2,886	-75 Reduced 0.47%	15,800 $493,000
Q3 2021 Nov 12, 2021	SELL	$40.41 - $44.08 $80,011 - $87,278	-1,980 Reduced 11.09%	15,875 $659,000
Q2 2021 Aug 12, 2021	SELL	$40.16 - $43.04 $17,068 - $18,292	-425 Reduced 2.32%	17,855 $743,000
Q4 2020 Feb 09, 2021	SELL	$31.39 - $37.85 $11,771 - $14,193	-375 Reduced 2.01%	18,280 $688,000

Q3 2020 Nov 09, 2020	SELL	$29.72 - $33.44 $73,705 - $82,931	-2,480 Reduced 11.73%	18,655 $607,000
Q2 2020 Aug 14, 2020	BUY	$23.02 - $31.17 $23,480 - $31,793	1,020 Added 5.07%	21,135 $625,000
Q1 2020 May 08, 2020	BUY	$20.7 - $34.9 $81,351 - $137,157	3,930 Added 24.28%	20,115 $491,000
Q4 2019 Feb 11, 2020	BUY	$31.2 - $34.65 $504,972 - $560,810	16,185 New	16,185 $561,000

Others Institutions Holding SCHC

# of Institutions

511

Shares Held

45M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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Madison Wealth Management Schwab Strategic Tr Intl Small Transaction History