SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Madison Wealth Partners, Inc's Holding History (CIK: 0001844424)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 369,116 Value ($000) $9,682 Avg Close Range
Q3 2025
Shares 530,124 Value ($000) $13,630 Avg Close Range
Q2 2025
Shares 515,735 Value ($000) $12,290 Avg Close Range
Q1 2025
Shares 530,443 Value ($000) $11,420 Avg Close Range
Q4 2024
Shares 499,527 Value ($000) $11,339 Avg Close Range
Q3 2024
Shares 159,051 Value ($000) $10,580 Avg Close Range
Q2 2024
Shares 127,099 Value ($000) $7,991 Avg Close Range
Q1 2024
Shares 118,144 Value ($000) $7,213 Avg Close Range
Q4 2023
Shares 109,945 Value ($000) $6,121 Avg Close Range