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Disclosery

Marcum Wealth, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marcum Wealth, LLC on SCHD, newest first. How the timeline and the estimate are built.

Marcum Wealth, LLC held 41,890 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 41,890 shares
    Change vs previous 13F -2,362 shares

    0.1% of the 13F portfolio, value $1,171,258.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 44,252 shares
    Change vs previous 13F +29,568 shares

    0.1% of the 13F portfolio, value $1,208,970.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 14,684 shares
    Change vs previous 13F +2,576 shares

    0.12% of the 13F portfolio, value $1,241,225.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 12,108 shares
    Change vs previous 13F +3,658 shares

    0.09% of the 13F portfolio, value $941,510.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 8,450 shares
    Change vs previous 13F -2,867 shares

    0.07% of the 13F portfolio, value $681,324.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 11,317 shares
    Change vs previous 13F +2,415 shares

    0.09% of the 13F portfolio, value $861,563.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 8,902 shares
    Change vs previous 13F -52 shares

    0.08% of the 13F portfolio, value $629,906.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 8,954 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $650,265.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).