Madison Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
515,735
-14,708
| -3% | -$350K | 2.68% | 9 |
|
|
2025
Q1 | $11.4M | Buy |
530,443
+30,916
| +6% | +$666K | 2.82% | 9 |
|
|
2024
Q4 | $11.3M | Buy |
499,527
+22,374
| +5% | +$508K | 3.17% | 7 |
|
|
2024
Q3 | $10.6M | Buy |
477,153
+95,856
| +25% | +$2.13M | 3.13% | 7 |
|
|
2024
Q2 | $7.99M | Buy |
381,297
+26,865
| +8% | +$563K | 2.74% | 7 |
|
|
2024
Q1 | $7.21M | Buy |
354,432
+24,597
| +7% | +$501K | 2.61% | 7 |
|
|
2023
Q4 | $6.12M | Buy |
+329,835
| New | +$6.12M | 2.43% | 9 |
|