Marcum Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Marcum Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$4.9M	Buy
2023 Q3	–	Sell
2023 Q2	$206K	Buy
2022 Q2	–	Sell
2022 Q1	$236K	Hold
2021 Q4	$250K	Buy