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

Marcum Wealth, LLC

$1.14 Billion
Q4 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 3,723,872 shares of SCHX stock, worth $87.5 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares

3,723,872

Previous 1,281,656 190.55%

Holding current value

$87.5 Million

Previous $87 Million 0.74%

% of portfolio

7.57%

Previous 8.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $54.7 Million - $167 Million	2,442,216 Added 190.55%	3,723,872 $86.3 Million
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $2.51 Million - $2.78 Million	-40,995 Reduced 3.1%	1,281,656 $87 Million
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	$42.25 - $48.16 $14.7 Million - $16.8 Million	348,382 Added 24.31%	1,781,477 $0
Q3 2022 Oct 11, 2022	SELL	$42.35 - $51.01 $5.9 Million - $7.1 Million	-139,244 Reduced 8.86%	1,433,095 $60.7 Million
Q2 2022 Jul 14, 2022	BUY	$43.35 - $54.51 $859,803 - $1.08 Million	19,834 Added 1.28%	1,572,339 $70.2 Million
Q1 2022 Apr 20, 2022	BUY	$49.51 - $57.27 $44.8 Million - $51.8 Million	905,139 Added 139.82%	1,552,505 $83.6 Million
Q4 2021 Feb 01, 2022	BUY	$51.9 - $57.29 $4.89 Million - $5.4 Million	94,269 Added 17.04%	647,366 $73.7 Million
Q3 2021 Nov 08, 2021	BUY	$51.52 - $54.94 $2.19 Million - $2.34 Million	42,544 Added 8.33%	553,097 $57.5 Million
Q2 2021 Aug 10, 2021	BUY	$48.62 - $52.01 $4.42 Million - $4.73 Million	90,890 Added 21.66%	510,553 $53.1 Million
Q1 2021 May 11, 2021	BUY	$44.9 - $48.34 $3.58 Million - $3.85 Million	79,690 Added 23.44%	419,663 $40.3 Million
Q4 2020 Feb 09, 2021	BUY	$39.35 - $45.48 $4.47 Million - $5.17 Million	113,640 Added 50.21%	339,973 $30.9 Million
Q3 2020 Nov 09, 2020	BUY	$37.26 - $43.03 $4.52 Million - $5.22 Million	121,298 Added 115.48%	226,333 $18.2 Million
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $676,230 - $896,092	23,119 Added 28.22%	105,035 $7.78 Million
Q1 2020 May 14, 2020	BUY	$26.61 - $40.52 $1.79 Million - $2.72 Million	67,222 Added 457.48%	81,916 $5.02 Million
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $505,767 - $566,306	14,694 New	14,694 $1.13 Million

Others Institutions Holding SCHX

# of Institutions

1,470

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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