Marcum Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Marcum Wealth, LLC holds 41,890 shares of SCHD stock, worth $1.14 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

41,890

Previous 44,252 5.34%

Holding current value

$1.14 Million

Previous $1.21 Million 4.39%

% of portfolio

0.1%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$27.01 - $28.54 $63,797 - $67,411	-2,362 Reduced 5.34%	41,890 $1.16 Million
Q4 2024 Jan 13, 2025	BUY	$26.93 - $84.95 $796,266 - $2.51 Million	29,568 Added 201.36%	44,252 $1.21 Million
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $198,403 - $219,114	2,576 Added 21.28%	14,684 $1.24 Million
Q2 2024 Jul 02, 2024	BUY	$75.81 - $80.15 $277,312 - $293,188	3,658 Added 43.29%	12,108 $941,000
Q1 2024 Apr 10, 2024	SELL	$75.25 - $80.63 $215,741 - $231,166	-2,867 Reduced 25.33%	8,450 $681,000

Q4 2023 Jan 10, 2024	BUY	$66.9 - $76.32 $161,563 - $184,312	2,415 Added 27.13%	11,317 $861,000
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $3,672 - $3,934	-52 Reduced 0.58%	8,902 $629,000
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $10,930 - $11,682	158 Added 1.8%	8,954 $650,000
Q1 2023 Apr 19, 2023	BUY	$70.28 - $78.03 $368,407 - $409,033	5,242 Added 147.5%	8,796 $643,000
Q3 2022 Oct 11, 2022	BUY	$66.43 - $77.87 $236,092 - $276,749	3,554 New	3,554 $236,000

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Marcum Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History