SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 95,639 Value ($000) $2,876 Avg Close — Range —
Q3 2025
Shares 60,434 Value ($000) $1,791 Avg Close — Range —
Q2 2025
Shares 63,508 Value ($000) $1,781 Avg Close — Range —
Q1 2025
Shares 51,110 Value ($000) $1,339 Avg Close — Range —
Q4 2024
Shares 54,177 Value ($000) $1,501 Avg Close — Range —
Q3 2024
Shares 15,846 Value ($000) $1,317 Avg Close — Range —
Q2 2024
Shares 12,056 Value ($000) $938 Avg Close — Range —
Q1 2024
Shares 11,586 Value ($000) $943 Avg Close — Range —
Q4 2023
Shares 10,586 Value ($000) $797 Avg Close — Range —
Q3 2023
Shares 6,556 Value ($000) $444 Avg Close — Range —
Q2 2023
Shares 6,040 Value ($000) $429 Avg Close — Range —
Q1 2023
Shares 5,930 Value ($000) $402 Avg Close — Range —
Q4 2022
Shares 5,706 Value ($000) $374 Avg Close — Range —