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 $122,387. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,682
Previous 6,525 28.25%
Holding current value
$122,387
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
1,280
Shares Held
172M
Call Options Held
87.6K
Put Options Held
27.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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