Madison Wealth Partners, Inc Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 9,857 shares of SCHX stock, worth $220,895. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,857
Previous 3,305
198.25%
Holding current value
$220,895
Previous $224,000
1.79%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SCHX
# of Institutions
1,476Shares Held
1.08BCall Options Held
71.4KPut Options Held
4.2K-
Us Bancorp \De\206MShares$4.63 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS82.5MShares$1.85 Billion1.86% of portfolio
-
Sei Investments CO Oaks, PA35.2MShares$788 Million1.08% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA32.1MShares$720 Million29.48% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO26.2MShares$588 Million8.63% of portfolio