A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,106,494 shares of SCHA stock, worth $28.8 Million. This represents 5.36% of its overall portfolio holdings.

Number of Shares
1,106,494
Previous 1,126,707 1.79%
Holding current value
$28.8 Million
Previous $53.5 Million 6.59%
% of portfolio
5.36%
Previous 5.41%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$46.9 - $51.96 $947,989 - $1.05 Million
-20,213 Reduced 1.79%
1,106,494 $57 Million
Q2 2024

Jul 02, 2024

SELL
$45.24 - $49.04 $1.55 Million - $1.68 Million
-34,303 Reduced 2.95%
1,126,707 $53.5 Million
Q1 2024

Apr 10, 2024

SELL
$44.84 - $49.24 $1.17 Million - $1.29 Million
-26,195 Reduced 2.21%
1,161,010 $57.2 Million
Q4 2023

Jan 10, 2024

SELL
$38.13 - $48.02 $765,841 - $964,481
-20,085 Reduced 1.66%
1,187,205 $56.1 Million
Q3 2023

Oct 10, 2023

SELL
$40.85 - $46.1 $998,659 - $1.13 Million
-24,447 Reduced 1.98%
1,207,290 $50 Million
Q2 2023

Jul 13, 2023

SELL
$39.91 - $43.82 $1.57 Million - $1.73 Million
-39,394 Reduced 3.1%
1,231,737 $54 Million
Q1 2023

Apr 19, 2023

SELL
$39.82 - $46.36 $873,451 - $1.02 Million
-21,935 Reduced 1.7%
1,271,131 $53.3 Million
Q4 2022

Jan 12, 2023

BUY
$38.25 - $43.54 $1.77 Million - $2.02 Million
46,318 Added 3.72%
1,293,066 $0
Q3 2022

Oct 11, 2022

SELL
$37.65 - $45.9 $2.08 Million - $2.53 Million
-55,142 Reduced 4.24%
1,246,748 $47.1 Million
Q2 2022

Jul 14, 2022

BUY
$37.88 - $48.01 $4.33 Million - $5.48 Million
114,245 Added 9.62%
1,301,890 $50.8 Million
Q1 2022

Apr 20, 2022

BUY
$44.42 - $51.73 $33.1 Million - $38.6 Million
745,536 Added 168.63%
1,187,645 $56.2 Million
Q4 2021

Feb 01, 2022

BUY
$48.64 - $55.07 $1.75 Million - $1.99 Million
36,056 Added 8.88%
442,109 $45.3 Million
Q3 2021

Nov 08, 2021

BUY
$48.3 - $52.49 $678,276 - $737,117
14,043 Added 3.58%
406,053 $40.6 Million
Q2 2021

Aug 10, 2021

BUY
$48.39 - $52.91 $1.8 Million - $1.97 Million
37,216 Added 10.49%
392,010 $40.8 Million
Q1 2021

May 11, 2021

SELL
$43.89 - $52.63 $2.93 Million - $3.51 Million
-66,745 Reduced 15.83%
354,794 $35.4 Million
Q4 2020

Feb 09, 2021

BUY
$34.66 - $45.17 $1.11 Million - $1.45 Million
32,056 Added 8.23%
421,539 $37.5 Million
Q3 2020

Nov 09, 2020

SELL
$32.09 - $36.38 $2.71 Million - $3.07 Million
-84,519 Reduced 17.83%
389,483 $26.6 Million
Q2 2020

Aug 14, 2020

SELL
$23.59 - $35.22 $6.69 Million - $9.99 Million
-283,784 Reduced 37.45%
474,002 $31 Million
Q1 2020

May 14, 2020

BUY
$22.29 - $38.7 $14.1 Million - $24.4 Million
630,351 Added 494.65%
757,786 $39 Million
Q4 2019

Feb 13, 2020

BUY
$33.63 - $38.03 $4.29 Million - $4.85 Million
127,435 New
127,435 $9.64 Million

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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