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

Marcum Wealth, LLC

$1.14 Billion
Q4 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 18,352 shares of SCHG stock, worth $521,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,352

Previous 4,682 291.97%

Holding current value

$521,563

Previous $487,000 4.93%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$25.93 - $105.3 $354,463 - $1.44 Million	13,670 Added 291.97%	18,352 $511,000
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

1,396

Shares Held

1.97B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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