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

Madison Wealth Partners’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
2026
Q1 		$9.5M Buy
378,312
+9,196
+2% +$241K 1.51% 15
2025
Q4 		$9.68M Sell
369,116
-161,008
-30% -$4.19M 1.77% 12
2025
Q3 		$13.6M Buy
530,124
+14,389
+3% +$356K 2.7% 9
2025
Q2 		$12.3M Sell
515,735
-14,708
-3% -$324K 2.68% 9
2025
Q1 		$11.4M Buy
530,443
+30,916
+6% +$703K 2.82% 9
2024
Q4 		$11.3M Buy
499,527
+22,374
+5% +$511K 3.17% 7
2024
Q3 		$10.6M Buy
477,153
+95,856
+25% +$2.05M 3.13% 7
2024
Q2 		$7.99M Buy
381,297
+26,865
+8% +$544K 2.74% 7
2024
Q1 		$7.21M Buy
354,432
+24,597
+7% +$476K 2.61% 7
2023
Q4 		$6.12M Buy
+329,835
New +$5.7M 2.43% 9

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Betterment LLC
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R
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SCM
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UBS AM
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HighTower Advisors
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SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return