Marcum Wealth, LLC Schwab Us Aggregate Bond ETF Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 30,761 shares of SCHZ stock, worth $713,655. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,761
Holding current value
$713,655
% of portfolio
0.06%

Shares

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

Apr 02, 2025
BUY
$22.46 - $23.26 $690,892 - $715,500
30,761 New
30,761 $711,000

Others Institutions Holding SCHZ

# of Institutions
692
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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