Marcum Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Marcum Wealth, LLC holds 14,684 shares of SCHD stock, worth $432,296. This represents 0.12% of its overall portfolio holdings.

Number of Shares

14,684

Previous 12,108 21.28%

Holding current value

$432,296

Previous $941,000 31.88%

% of portfolio

0.12%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $198,403 - $219,114	2,576 Added 21.28%	14,684 $1.24 Million
Q2 2024 Jul 02, 2024	BUY	$75.81 - $80.15 $277,312 - $293,188	3,658 Added 43.29%	12,108 $941,000
Q1 2024 Apr 10, 2024	SELL	$75.25 - $80.63 $215,741 - $231,166	-2,867 Reduced 25.33%	8,450 $681,000
Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $161,563 - $184,312	2,415 Added 27.13%	11,317 $861,000
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $3,672 - $3,934	-52 Reduced 0.58%	8,902 $629,000
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $10,930 - $11,682	158 Added 1.8%	8,954 $650,000
Q1 2023 Apr 19, 2023	BUY	$70.28 - $78.03 $368,407 - $409,033	5,242 Added 147.5%	8,796 $643,000
Q3 2022 Oct 11, 2022	BUY	$66.43 - $77.87 $236,092 - $276,749	3,554 New	3,554 $236,000

Others Institutions Holding SCHD

# of Institutions

1,757

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History