Madison Wealth Partners, Inc SCHB Holdings History
Madison Wealth Partners, Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Madison Wealth Partners, Inc held 530,443.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.42 Mil. This investment constitutes 2.82% of their stock portfolio, and Madison Wealth Partners, Inc now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Madison Wealth Partners, Inc has made 6 purchases of SCHB, at an average price of $29.04, for a total of 530,443.00 shares. Based on historical transaction data and SCHB's current price of $24.20, Madison Wealth Partners, Inc's estimated gain on his SCHB holdings is $-2.57 Mil, reflecting a -16.68% gain to date.
Madison Wealth Partners, Inc SCHB ($24.20) Holding Chart
Madison Wealth Partners, Inc SCHB ($24.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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