Madison Wealth Partners, Inc Schwab Strategic U.S. Mid Cap Transaction History

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025

A detailed history of Madison Wealth Partners, Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 60,434 shares of SCHM stock, worth $1.76 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
60,434
Previous 63,508 4.84%
Holding current value
$1.76 Million
Previous $1.78 Million 0.56%
% of portfolio
0.4%
Previous 0.44%

Shares

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

Nov 12, 2025
SELL
$28.15 - $30.13 $86,533 - $92,619
-3,074 Reduced 4.84%
60,434 $1.79 Million
Q2 2025

Jul 29, 2025
BUY
$22.92 - $28.05 $284,162 - $347,763
12,398 Added 24.26%
63,508 $1.78 Million
Q1 2025

Apr 22, 2025
SELL
$25.58 - $29.24 $78,453 - $89,679
-3,067 Reduced 5.66%
51,110 $1.34 Million
Q4 2024

Feb 10, 2025
BUY
$27.54 - $83.04 $1.06 Million - $3.18 Million
38,331 Added 241.9%
54,177 $1.5 Million
Q3 2024

Oct 24, 2024
BUY
$75.47 - $83.18 $286,031 - $315,252
3,790 Added 31.44%
15,846 $1.32 Million
Q2 2024

Aug 09, 2024
BUY
$75.69 - $81.19 $35,574 - $38,159
470 Added 4.06%
12,056 $938,000
Q1 2024

Apr 29, 2024
BUY
$72.89 - $81.43 $72,890 - $81,430
1,000 Added 9.45%
11,586 $943,000
Q4 2023

Feb 12, 2024
BUY
$63.01 - $75.95 $253,930 - $306,078
4,030 Added 61.47%
10,586 $797,000
Q3 2023

Nov 01, 2023
BUY
$66.75 - $73.98 $34,443 - $38,173
516 Added 8.54%
6,556 $443,000
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $7,181 - $7,813
110 Added 1.85%
6,040 $429,000
Q1 2023

Apr 20, 2023
BUY
$64.24 - $73.9 $14,389 - $16,553
224 Added 3.93%
5,930 $402,000
Q4 2022

Jan 24, 2023
BUY
$61.05 - $69.94 $348,351 - $399,077
5,706 New
5,706 $0

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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