SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 133,405 Value ($000) $4,352 Avg Close Range
Q3 2025
Shares 76,626 Value ($000) $2,445 Avg Close Range
Q2 2025
Shares 76,113 Value ($000) $2,223 Avg Close Range
Q1 2025
Shares 86,825 Value ($000) $2,174 Avg Close Range
Q4 2024
Shares 83,239 Value ($000) $2,320 Avg Close Range
Q3 2024
Shares 19,263 Value ($000) $2,007 Avg Close Range
Q2 2024
Shares 16,109 Value ($000) $1,624 Avg Close Range
Q1 2024
Shares 14,675 Value ($000) $1,361 Avg Close Range
Q4 2023
Shares 11,571 Value ($000) $960 Avg Close Range