Madison Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Madison Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Buy
2025 Q1	$201K	Sell
2024 Q4	$749K	Sell
2024 Q3	$772K	Sell
2024 Q2	$753K	Buy
2024 Q1	$734K	Buy
2023 Q4	$672K	Buy
2023 Q3	$217K	Buy
2023 Q2	$217K	Buy
2023 Q1	$206K	Buy