MADISON WEALTH MANAGEMENT – Schwab Fundamental U.S. Small Company Index ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$4.7M
portfolio value
MADISON WEALTH MANAGEMENT quarter portfolio value change:
-6.03%
quarter
Schwab Fundamental U.S. Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +30.79% | 26.02K shares | 876K | $42.52 | 110.53K |
| Q2 2022 | share | Increase | +1.94% | 1.60K shares | -608K | $45.25 | 84.51K |
| Q1 2022 | share | Increase | +15.35% | 11.03K shares | 435K | $53.46 | 82.90K |
| Q4 2021 | share | Increase | +12.06% | 7.73K shares | 618K | $55.55 | 71.87K |
| Q3 2021 | share | Increase | +7.39% | 4.41K shares | 130K | $52.68 | 64.14K |
| Q2 2021 | share | Increase | +33.70% | 15.05K shares | 986K | $54.24 | 59.72K |
| Q1 2021 | share | Increase | +39.59% | 12.66K shares | 889K | $50.41 | 44.67K |
| Q4 2020 | share | Increase | +50.38% | 10.72K shares | 671K | $42.68 | 32.00K |
| Q3 2020 | share | Increase | +14.38% | 2.67K shares | 113K | $32.7 | 21.28K |
| Q2 2020 | share | Increase | +21.41% | 3.28K shares | 194K | $31.24 | 18.60K |
| Q1 2020 | share | Decrease | -70.45% | -36.54K shares | -1.69M | $25.38 | 15.32K |
| Q4 2019 | share | Increase | 0.00% | 51.86K shares | 2.08M | $39.35 | 51.86K |