Marcum Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Marcum Wealth, LLC holds 227,420 shares of SCHB stock, worth $5.58 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
227,420
Holding current value
$5.58 Million
% of portfolio
0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$21.23 - $23.75 $4.83 Million - $5.4 Million
227,420 New
227,420 $4.88 Million
Q2 2023

Jul 13, 2023
BUY
$47.08 - $51.7 $187,472 - $205,869
3,982 New
3,982 $205,000
Q2 2022

Jul 14, 2022
SELL
$42.93 - $53.98 $189,664 - $238,483
-4,418 Closed
0 $0
Q1 2022

Apr 20, 2022
BUY
$49.15 - $56.85 $108,572 - $125,581
2,209 Added 100.0%
4,418 $236,000
Q4 2021

Feb 01, 2022
BUY
$51.87 - $56.86 $114,580 - $125,603
2,209 New
2,209 $250,000

Others Institutions Holding SCHB

# of Institutions
1,341
Shares Held
494M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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