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

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024

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 159,051 shares of SCHB stock, worth $3.7 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
159,051
Previous 127,099 25.14%
Holding current value
$3.7 Million
Previous $7.99 Million 32.42%
% of portfolio
3.24%
Previous 2.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
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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