Marcum Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $79.9M | Sell |
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|
2024
Q4 | $86.3M | Sell |
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|
2024
Q3 | $87M | Sell |
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|
2024
Q2 | $85M | Sell |
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|
2024
Q1 | $95.2M | Sell |
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|
2023
Q4 | $95.3M | Buy |
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|
2023
Q3 | $84M | Sell |
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|
2023
Q2 | $89.3M | Sell |
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|
2023
Q1 | $84.9M | Sell |
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|
2022
Q4 | $80.4M | Buy |
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|
2022
Q3 | $60.7M | Sell |
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|
2022
Q2 | $70.2M | Buy |
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|
2022
Q1 | $83.6M | Buy |
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|
2021
Q4 | $73.7M | Buy |
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|
2021
Q3 | $57.5M | Buy |
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|
2021
Q2 | $53.1M | Buy |
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|
2021
Q1 | $40.3M | Buy |
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|
2020
Q4 | $30.9M | Buy |
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|
2020
Q3 | $18.2M | Buy |
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|
2020
Q2 | $7.78M | Buy |
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|
2020
Q1 | $5.02M | Buy |
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|
2019
Q4 | $1.13M | Buy |
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