SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 7,048 Value ($000) $201 Avg Close — Range —
Q3 2025
Shares 8,557 Value ($000) $239 Avg Close — Range —
Q2 2025
Shares 8,584 Value ($000) $217 Avg Close — Range —
Q1 2025
Shares 8,579 Value ($000) $201 Avg Close — Range —
Q4 2024
Shares 28,965 Value ($000) $749 Avg Close — Range —
Q3 2024
Shares 14,992 Value ($000) $772 Avg Close — Range —
Q2 2024
Shares 15,875 Value ($000) $753 Avg Close — Range —
Q1 2024
Shares 14,904 Value ($000) $734 Avg Close — Range —
Q4 2023
Shares 14,218 Value ($000) $672 Avg Close — Range —
Q3 2023
Shares 5,233 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 4,953 Value ($000) $217 Avg Close — Range —
Q1 2023
Shares 4,917 Value ($000) $206 Avg Close — Range —