Marcum Wealth, LLC Schwab Strategic Tr Us Small C Transaction History
Marcum Wealth, LLC
- $988 Million
- Q2 2024
A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,126,707 shares of SCHA stock, worth $55.5 Million. This represents 5.41% of its overall portfolio holdings.
Number of Shares
1,126,707
Previous 1,161,010
2.95%
Holding current value
$55.5 Million
Previous $57.2 Million
6.48%
% of portfolio
5.41%
Previous 5.85%
Shares
19 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.29 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.09 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$589 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$518 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$363 Million0.51% of portfolio