SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q4 2025
Shares 39,628 Value ($000) $1,087 Avg Close — Range —
Q3 2025
Shares 19,332 Value ($000) $528 Avg Close — Range —
Q2 2025
Shares 26,392 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 35,689 Value ($000) $998 Avg Close — Range —
Q4 2024
Shares 35,517 Value ($000) $970 Avg Close — Range —
Q3 2024
Shares 11,738 Value ($000) $992 Avg Close — Range —
Q2 2024
Shares 11,630 Value ($000) $904 Avg Close — Range —
Q1 2024
Shares 12,200 Value ($000) $984 Avg Close — Range —
Q4 2023
Shares 12,200 Value ($000) $929 Avg Close — Range —
Q3 2023
Shares 3,224 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 4,998 Value ($000) $363 Avg Close — Range —
Q1 2023
Shares 5,078 Value ($000) $372 Avg Close — Range —
Q4 2022
Shares 5,061 Value ($000) $382 Avg Close — Range —
Q3 2022
Shares 6,455 Value ($000) $429 Avg Close — Range —
Q2 2022
Shares 7,068 Value ($000) $506 Avg Close — Range —
Q1 2022
Shares 5,808 Value ($000) $458 Avg Close — Range —
Q4 2021
Shares 5,806 Value ($000) $469 Avg Close — Range —
Q3 2021
Shares 5,806 Value ($000) $431 Avg Close — Range —
Q2 2021
Shares 3,064 Value ($000) $232 Avg Close — Range —