Marcum Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Marcum Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.17M	Sell	41,890 -2,362	-5%	-$65.8K	0.1%	100
2024 Q4	$1.21M	Buy	44,252 +200	+0.5%	+$5.69K	0.1%	93
2024 Q3	$1.24M	Buy	44,052 +7,728	+21%	+$211K	0.12%	91
2024 Q2	$942K	Buy	36,324 +10,974	+43%	+$286K	0.09%	111
2024 Q1	$681K	Sell	25,350 -8,601	-25%	-$222K	0.07%	143
2023 Q4	$862K	Buy	33,951 +7,245	+27%	+$173K	0.09%	111
2023 Q3	$630K	Sell	26,706 -156	-0.6%	-$3.83K	0.08%	142
2023 Q2	$650K	Buy	26,862 +474	+2%	+$11.3K	0.08%	136
2023 Q1	$644K	Buy	26,388 +15,726	+147%	+$393K	0.08%	144
2022 Q4	$269K	Hold	10,662	–	–	0.04%	260
2022 Q3	$236K	Buy	+10,662	New	+$259K	0.04%	273

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marcum Wealth's SCHD Position: Q1 2025 in Review

Marcum Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q1 2025, selling an estimated $65.8K and leaving 41,890 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #100.

Marcum Wealth first reported a position in SCHD in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.24M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

Marcum Wealth held 41,890 shares of Schwab US Dividend Equity ETF worth $1.17M as of Q1 2025.
Marcum Wealth sold 2,362 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $65.8K.
Schwab US Dividend Equity ETF made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #100 holding.
Marcum Wealth first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and has held it in 11 quarters since.
Marcum Wealth's Schwab US Dividend Equity ETF position peaked at $1.24M in Q3 2024.
1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

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