MARCUM WEALTH, LLC – Schwab U.S. Large-Cap ETF Transaction History
MARCUM WEALTH, LLC portfolio value:
$60.69M
portfolio value
MARCUM WEALTH, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.86% | -139.24K shares | -9.52M | $42.35 | 1.43M |
| Q2 2022 | share | Increase | +1.28% | 19.83K shares | -13.38M | $44.66 | 1.57M |
| Q1 2022 | share | Increase | +19.91% | 257.77K shares | 9.91M | $53.85 | 1.55M |
| Q4 2021 | share | Increase | +17.04% | 94.26K shares | 16.14M | $114.22 | 647.36K |
| Q3 2021 | share | Increase | +8.33% | 42.54K shares | 4.45M | $104.03 | 553.09K |
| Q2 2021 | share | Increase | +21.66% | 90.89K shares | 12.78M | $103.64 | 510.55K |
| Q1 2021 | share | Increase | 0.00% | 419.66K shares | 40.3M | $95.42 | 419.66K |
| Q4 2020 | share | Increase | +50.21% | 113.64K shares | 12.67M | $90.1 | 339.97K |
| Q3 2020 | share | Increase | +115.48% | 121.29K shares | 10.46M | $79.55 | 226.33K |
| Q2 2020 | share | Increase | +28.22% | 23.11K shares | 2.76M | $72.65 | 105.03K |
| Q1 2020 | share | Increase | +457.48% | 67.22K shares | 3.88M | $59.81 | 81.91K |
| Q4 2019 | share | Increase | 0.00% | 14.69K shares | 1.12M | $74.57 | 14.69K |