Madison Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Madison Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.14M	Sell	128,805 -2,355	-2%	-$40.8K	0.45%	72
2023 Q2	$2.26M	Sell	131,160 -750	-0.6%	-$12.2K	0.46%	70
2023 Q1	$2.1M	Sell	131,910 -690	-0.5%	-$10.8K	0.46%	70
2022 Q4	$1.98M	Sell	132,600 -1,695	-1%	-$25.5K	0.45%	68
2022 Q3	$1.88M	Hold	134,295	–	–	0.46%	64
2022 Q2	$1.98M	Hold	134,295	–	–	0.48%	59
2022 Q1	$2.39M	Sell	134,295 -453	-0.3%	-$7.95K	0.5%	55
2021 Q4	$2.54M	Sell	134,748 -5,010	-4%	-$92.2K	0.51%	54
2021 Q3	$2.42M	Sell	139,758 -2,040	-1%	-$36.3K	0.53%	49
2021 Q2	$2.46M	Hold	141,798	–	–	0.54%	51
2021 Q1	$2.29M	Hold	141,798	–	–	0.56%	45
2020 Q4	$2.15M	Hold	141,798	–	–	0.57%	46
2020 Q3	$1.88M	Hold	141,798	–	–	0.56%	48
2020 Q2	$1.74M	Buy	141,798 +23,490	+20%	+$271K	0.57%	46
2020 Q1	$1.19M	Buy	118,308 +21,450	+22%	+$260K	0.48%	52
2019 Q4	$1.24M	Buy	+96,858	New	+$1.19M	0.36%	59

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Evergreen Advisors Chattanooga, Tennessee $426M AUM

Madison Wealth Management's SCHB Position: Q3 2023 in Review

Madison Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 1.8% in Q3 2023, selling an estimated $40.8K and leaving 128,805 shares worth $2.14M. The position accounts for 0.45% of the portfolio, ranked #72.

Madison Wealth Management first reported a position in SCHB in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.54M in Q4 2021. 940 funds tracked by Wall St. Rank hold SCHB as of Q3 2023.

Madison Wealth Management held 128,805 shares of Schwab US Broad Market ETF worth $2.14M as of Q3 2023.
Madison Wealth Management sold 2,355 Schwab US Broad Market ETF shares in Q3 2023, an estimated $40.8K.
Schwab US Broad Market ETF made up 0.45% of Madison Wealth Management's portfolio in Q3 2023, its #72 holding.
Madison Wealth Management first reported a position in Schwab US Broad Market ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's Schwab US Broad Market ETF position peaked at $2.54M in Q4 2021.
940 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.