Marcum Wealth, LLC Schwab Strategic Tr Us Small C Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

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 1,126,707 shares of SCHA stock, worth $55.5 Million. This represents 5.41% of its overall portfolio holdings.

Number of Shares
1,126,707
Previous 1,161,010 2.95%
Holding current value
$55.5 Million
Previous $57.2 Million 6.48%
% of portfolio
5.41%
Previous 5.85%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$39.61 - $43.54 $1.83 Million - $2.02 Million
46,318 Added 3.72%
1,293,066 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-55,142 Reduced 4.24%
1,246,748 $47.1 Million
Q2 2022

Jul 14, 2022
BUY
N/A
114,245 Added 9.62%
1,301,890 $50.8 Million
Q1 2022

Apr 20, 2022
BUY
N/A
745,536 Added 168.63%
1,187,645 $56.2 Million
Q4 2021

Feb 01, 2022
BUY
N/A
36,056 Added 8.88%
442,109 $45.3 Million
Q3 2021

Nov 08, 2021
BUY
N/A
14,043 Added 3.58%
406,053 $40.6 Million
Q2 2021

Aug 10, 2021
BUY
N/A
37,216 Added 10.49%
392,010 $40.8 Million
Q1 2021

May 11, 2021
SELL
N/A
-66,745 Reduced 15.83%
354,794 $35.4 Million
Q4 2020

Feb 09, 2021
BUY
N/A
32,056 Added 8.23%
421,539 $37.5 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-84,519 Reduced 17.83%
389,483 $26.6 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-283,784 Reduced 37.45%
474,002 $31 Million
Q1 2020

May 14, 2020
BUY
N/A
630,351 Added 494.65%
757,786 $39 Million
Q4 2019

Feb 13, 2020
BUY
N/A
127,435 New
127,435 $9.64 Million

Others Institutions Holding SCHA

# of Institutions
1,119
Shares Held
230M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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