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

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Marcum Wealth, LLC holds 4,682 shares of SCHG stock, worth $129,035. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,682
Previous 6,525 28.25%
Holding current value
$129,035
Previous $657,000 25.88%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 08, 2024
SELL
$92.63 - $105.69 $170,717 - $194,786
-1,843 Reduced 28.25%
4,682 $487,000
Q2 2024

Jul 02, 2024
BUY
$87.04 - $101.61 $168,596 - $196,818
1,937 Added 42.22%
6,525 $657,000
Q1 2024

Apr 10, 2024
BUY
$80.6 - $93.32 $3,224 - $3,732
40 Added 0.88%
4,588 $425,000
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $17,493 - $18,958
-243 Reduced 5.07%
4,548 $330,000
Q4 2022

Jan 12, 2023
BUY
$54.31 - $60.76 $260,199 - $291,101
4,791 New
4,791 $0

Others Institutions Holding SCHG

# of Institutions
1,309
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email