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

Madison Wealth Partners, Inc

$345 Million
Q4 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 28,965 shares of SCHA stock, worth $670,829. This represents 0.22% of its overall portfolio holdings.

Number of Shares

28,965

Previous 14,992 93.2%

Holding current value

$670,829

Previous $772,000 2.98%

% of portfolio

0.22%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$25.33 - $51.16 $353,936 - $714,858	13,973 Added 93.2%	28,965 $749,000
Q3 2024 Oct 24, 2024	SELL	$46.9 - $51.96 $41,412 - $45,880	-883 Reduced 5.56%	14,992 $772,000
Q2 2024 Aug 09, 2024	BUY	$45.24 - $49.04 $43,928 - $47,617	971 Added 6.52%	15,875 $753,000
Q1 2024 Apr 29, 2024	BUY	$44.84 - $49.24 $30,760 - $33,778	686 Added 4.82%	14,904 $733,000
Q4 2023 Feb 12, 2024	BUY	$38.13 - $48.02 $342,598 - $431,459	8,985 Added 171.7%	14,218 $671,000
Q3 2023 Nov 01, 2023	BUY	$40.85 - $46.1 $11,438 - $12,908	280 Added 5.65%	5,233 $216,000
Q2 2023 Jul 20, 2023	BUY	$39.91 - $43.82 $1,436 - $1,577	36 Added 0.73%	4,953 $216,000
Q1 2023 Apr 20, 2023	BUY	$39.82 - $46.36 $195,794 - $227,952	4,917 New	4,917 $206,000

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Madison Wealth Partners, Inc Schwab Strategic Tr Us Small C Transaction History