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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
+227,420
New +$5.17M 0.42% 28
2023
Q3 		– Sell
-11,946
Closed -$206K – 395
2023
Q2 		$206K Buy
+11,946
New +$195K 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 +$244K 0.03% 289

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Marcum Wealth's SCHB Position: Q1 2025 in Review

Marcum Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2025: 227,420 shares worth $4.9M. The stake represents 0.42% of the portfolio and ranks #28 among its holdings. This is a return to the name: Marcum Wealth previously reported a position in SCHB as recently as Q2 2023.

Marcum Wealth first reported a position in SCHB in Q4 2021 and has held it in 4 quarters since. 1,171 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Marcum Wealth held 227,420 shares of Schwab US Broad Market ETF worth $4.9M as of Q1 2025.
  • Schwab US Broad Market ETF was a new Marcum Wealth position in Q1 2025.
  • Schwab US Broad Market ETF made up 0.42% of Marcum Wealth's portfolio in Q1 2025, its #28 holding.
  • Marcum Wealth first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 4 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.