Marcum Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.9M | Buy |
+227,420
| New | +$4.9M | 0.42% | 28 |
|
|
2023
Q3 | – | Sell |
-11,946
| Closed | -$206K | – | 395 |
|
|
2023
Q2 | $206K | Buy |
+11,946
| New | +$206K | 0.02% | 330 |
|
|
2022
Q2 | – | Sell |
-13,254
| Closed | -$236K | – | 412 |
|
|
2022
Q1 | $236K | Hold |
13,254
| – | – | 0.03% | 292 |
|
|
2021
Q4 | $250K | Buy |
+13,254
| New | +$250K | 0.03% | 289 |
|