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Disclosery

Marcum Wealth, LLC: SCHX position timeline

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

Marcum Wealth, LLC held 3,618,623 SCHX 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 3,618,623 shares
    Change vs previous 13F -105,249 shares

    6.91% of the 13F portfolio, value $79,899,186.

    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 3,723,872 shares
    Change vs previous 13F +2,442,216 shares

    7.48% of the 13F portfolio, value $86,319,353.

    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 1,281,656 shares
    Change vs previous 13F -40,995 shares

    8.08% of the 13F portfolio, value $86,960,379.

    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 1,322,651 shares
    Change vs previous 13F -211,555 shares

    8.52% of the 13F portfolio, value $84,980,307.

    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 1,534,206 shares
    Change vs previous 13F -155,811 shares

    9.65% of the 13F portfolio, value $95,212,806.

    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 1,690,017 shares
    Change vs previous 13F +30,401 shares

    10.14% of the 13F portfolio, value $95,316,937.

    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 1,659,616 shares
    Change vs previous 13F -45,029 shares

    10.09% of the 13F portfolio, value $83,976,550.

    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 1,704,645 shares
    Change vs previous 13F not available

    10.48% of the 13F portfolio, value $89,272,271.

    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).