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

Marcum Wealth, LLC

  • $988 Million
  • Q2 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 1,322,651 shares of SCHX stock, worth $85.9 Million. This represents 8.6% of its overall portfolio holdings.

Number of Shares
1,322,651
Previous 1,534,206 13.79%
Holding current value
$85.9 Million
Previous $95.2 Million 10.75%
% of portfolio
8.6%
Previous 9.74%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$58.7 - $64.78 $12.4 Million - $13.7 Million
-211,555 Reduced 13.79%
1,322,651 $85 Million
Q1 2024

Apr 10, 2024
SELL
$55.41 - $62.08 $8.63 Million - $9.67 Million
-155,811 Reduced 9.22%
1,534,206 $95.2 Million
Q4 2023

Jan 10, 2024
BUY
$48.47 - $56.6 $1.47 Million - $1.72 Million
30,401 Added 1.83%
1,690,017 $95.3 Million
Q3 2023

Oct 10, 2023
SELL
$50.36 - $54.21 $2.27 Million - $2.44 Million
-45,029 Reduced 2.64%
1,659,616 $84 Million
Q2 2023

Jul 13, 2023
SELL
$47.67 - $52.37 $2.43 Million - $2.67 Million
-50,941 Reduced 2.9%
1,704,645 $89.3 Million
Q1 2023

Apr 19, 2023
SELL
$44.78 - $49.41 $1.16 Million - $1.28 Million
-25,891 Reduced 1.45%
1,755,586 $84.9 Million
Q4 2022

Jan 12, 2023
BUY
$44.01 - $48.16 $15.3 Million - $16.8 Million
348,382 Added 24.31%
1,781,477 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-139,244 Reduced 8.86%
1,433,095 $60.7 Million
Q2 2022

Jul 14, 2022
BUY
N/A
19,834 Added 1.28%
1,572,339 $70.2 Million
Q1 2022

Apr 20, 2022
BUY
N/A
905,139 Added 139.82%
1,552,505 $83.6 Million
Q4 2021

Feb 01, 2022
BUY
N/A
94,269 Added 17.04%
647,366 $73.7 Million
Q3 2021

Nov 08, 2021
BUY
N/A
42,544 Added 8.33%
553,097 $57.5 Million
Q2 2021

Aug 10, 2021
BUY
N/A
90,890 Added 21.66%
510,553 $53.1 Million
Q1 2021

May 11, 2021
BUY
N/A
79,690 Added 23.44%
419,663 $40.3 Million
Q4 2020

Feb 09, 2021
BUY
N/A
113,640 Added 50.21%
339,973 $30.9 Million
Q3 2020

Nov 09, 2020
BUY
N/A
121,298 Added 115.48%
226,333 $18.2 Million
Q2 2020

Aug 14, 2020
BUY
N/A
23,119 Added 28.22%
105,035 $7.78 Million
Q1 2020

May 14, 2020
BUY
N/A
67,222 Added 457.48%
81,916 $5.02 Million
Q4 2019

Feb 13, 2020
BUY
N/A
14,694 New
14,694 $1.13 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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