Madison Wealth Partners, Inc Schwab Strategic Tr Us Dividen Transaction History

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 11,738 shares of SCHD stock, worth $322,090. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,738
Previous 11,630 0.93%
Holding current value
$322,090
Previous $904,000 9.73%
% of portfolio
0.3%
Previous 0.32%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $8,318 - $9,186
108 Added 0.93%
11,738 $992,000
Q2 2024

Aug 09, 2024
SELL
$75.81 - $80.15 $43,211 - $45,685
-570 Reduced 4.67%
11,630 $904,000
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $600,494 - $685,048
8,976 Added 278.41%
12,200 $928,000
Q3 2023

Nov 01, 2023
SELL
$70.63 - $75.66 $125,297 - $134,220
-1,774 Reduced 35.49%
3,224 $228,000
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $5,534 - $5,915
-80 Reduced 1.58%
4,998 $362,000
Q1 2023

Apr 20, 2023
BUY
$70.28 - $78.03 $1,194 - $1,326
17 Added 0.34%
5,078 $371,000
Q4 2022

Jan 24, 2023
SELL
$67.16 - $79.06 $93,621 - $110,209
-1,394 Reduced 21.6%
5,061 $0
Q3 2022

Oct 24, 2022
SELL
$66.43 - $77.87 $40,721 - $47,734
-613 Reduced 8.67%
6,455 $429,000
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $88,590 - $101,102
1,260 Added 21.69%
7,068 $506,000
Q1 2022

May 02, 2022
BUY
$75.14 - $81.94 $150 - $163
2 Added 0.03%
5,808 $458,000
Q3 2021

Nov 09, 2021
BUY
$74.23 - $78.13 $203,538 - $214,232
2,742 Added 89.49%
5,806 $431,000
Q2 2021

Jul 19, 2021
BUY
$73.32 - $77.65 $224,652 - $237,919
3,064 New
3,064 $232,000

Others Institutions Holding SCHD

# of Institutions
1,762
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email