MW
SCHX icon

Marcum Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Marcum Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$79.9M Sell
3,618,623
-105,249
-3% -$2.45M 6.91% 2
2024
Q4 		$86.3M Sell
3,723,872
-121,096
-3% -$2.82M 7.48% 2
2024
Q3 		$87M Sell
3,844,968
-122,985
-3% -$2.68M 8.08% 2
2024
Q2 		$85M Sell
3,967,953
-634,665
-14% -$13.1M 8.52% 2
2024
Q1 		$95.2M Sell
4,602,618
-467,433
-9% -$9.2M 9.65% 2
2023
Q4 		$95.3M Buy
5,070,051
+91,203
+2% +$1.6M 10.14% 2
2023
Q3 		$84M Sell
4,978,848
-135,087
-3% -$2.37M 10.09% 2
2023
Q2 		$89.3M Sell
5,113,935
-152,823
-3% -$2.52M 10.48% 2
2023
Q1 		$84.9M Sell
5,266,758
-77,673
-1% -$1.22M 10.6% 2
2022
Q4 		$80.4M Buy
5,344,431
+1,045,146
+24% +$15.8M 10.67% 2
2022
Q3 		$60.7M Sell
4,299,285
-417,732
-9% -$6.55M 9.21% 2
2022
Q2 		$70.2M Buy
4,717,017
+59,502
+1% +$964K 10.51% 2
2022
Q1 		$83.6M Buy
4,657,515
+773,319
+20% +$13.7M 11.54% 1
2021
Q4 		$73.7M Buy
3,884,196
+565,614
+17% +$10.4M 10.25% 1
2021
Q3 		$57.5M Buy
3,318,582
+255,264
+8% +$4.55M 9.04% 2
2021
Q2 		$53.1M Buy
3,063,318
+545,340
+22% +$9.2M 8.62% 2
2021
Q1 		$40.3M Buy
2,517,978
+478,140
+23% +$7.49M 6.64% 3
2020
Q4 		$30.9M Buy
2,039,838
+681,840
+50% +$9.76M 7.26% 6
2020
Q3 		$18.2M Buy
1,357,998
+727,788
+115% +$9.67M 5.59% 6
2020
Q2 		$7.78M Buy
630,210
+138,714
+28% +$1.62M 2.39% 11
2020
Q1 		$5.02M Buy
491,496
+403,332
+457% +$4.9M 1.94% 11
2019
Q4 		$1.13M Buy
+88,164
New +$1.08M 0.42% 28

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Marcum Wealth's SCHX Position: Q1 2025 in Review

Marcum Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 2.8% in Q1 2025, selling an estimated $2.45M and leaving 3,618,623 shares worth $79.9M. The position accounts for 6.91% of the portfolio, ranked #2.

Marcum Wealth first reported a position in SCHX in Q4 2019 and has held it in 22 quarters since. The position peaked at $95.3M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SCHX as of Q1 2025.

  • Marcum Wealth held 3,618,623 shares of Schwab US Large- Cap ETF worth $79.9M as of Q1 2025.
  • Marcum Wealth sold 105,249 Schwab US Large- Cap ETF shares in Q1 2025, an estimated $2.45M.
  • Schwab US Large- Cap ETF made up 6.91% of Marcum Wealth's portfolio in Q1 2025, its #2 holding.
  • Marcum Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Schwab US Large- Cap ETF position peaked at $95.3M in Q4 2023.
  • 1,353 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2025.

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