Schwab U S Broad Market ETF shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 530k | 25.71 |
| 2025-06-30 | $12M | 516k | 23.83 |
| 2025-03-31 | $11M | 530k | 21.53 |
| 2024-12-31 | $11M | 500k | 22.70 |
| 2024-09-30 | $11M | 159k | 66.52 |
| 2024-06-30 | $8.0M | 127k | 62.87 |
| 2024-03-31 | $7.2M | 118k | 61.05 |
| 2023-12-31 | $6.1M | 110k | 55.67 |