Madison Wealth Partners, Inc Schwab Strategic Tr Us Broad M Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 530,124 shares of SCHB stock, worth $13.7 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
530,124
Previous 515,735 2.79%
Holding current value
$13.7 Million
Previous $12.3 Million 10.9%
% of portfolio
3.07%
Previous 3.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$23.82 - $25.84 $342,745 - $371,811
14,389 Added 2.79%
530,124 $13.6 Million
Q2 2025

Jul 29, 2025
SELL
$19.1 - $23.83 $280,922 - $350,491
-14,708 Reduced 2.77%
515,735 $12.3 Million
Q1 2025

Apr 22, 2025
BUY
$21.23 - $23.75 $656,346 - $734,255
30,916 Added 6.19%
530,443 $11.4 Million
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $7.49 Million - $22.8 Million
340,476 Added 214.07%
499,527 $11.3 Million
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $1.91 Million - $2.13 Million
31,952 Added 25.14%
159,051 $10.6 Million
Q2 2024

Aug 09, 2024
BUY
$57.57 - $63.3 $515,539 - $566,851
8,955 Added 7.58%
127,099 $7.99 Million
Q1 2024

Apr 29, 2024
BUY
$54.61 - $61.05 $447,747 - $500,548
8,199 Added 7.46%
118,144 $7.21 Million
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $5.23 Million - $6.15 Million
109,945 New
109,945 $6.12 Million

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
493M
Call Options Held
299K
Put Options Held
22.8K
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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