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Schwab U S Large Cap Growth ETF shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $305M 3.7M 82.96
2023-09-30 $263M 3.6M 72.72
2023-06-30 $263M 3.5M 74.95
2023-03-31 $234M 3.6M 65.17
2022-12-31 $194M 3.5M 55.56
2022-09-30 $174M 3.1M 55.81
2022-06-30 $182M 3.1M 57.99
2022-03-31 $231M 3.1M 74.82
2021-12-31 $259M 1.6M 163.75
2021-09-30 $236M 1.6M 148.09
2021-06-30 $237M 1.6M 145.96
2021-03-31 $223M 1.7M 129.78
2020-12-31 $242M 1.9M 128.41
2020-09-30 $172M 1.5M 115.17
2020-06-30 $150M 1.5M 101.54
2020-03-31 $113M 1.4M 79.65
2019-12-31 $116M 1.2M 92.91
2019-09-30 $103M 1.2M 84.01
2019-06-30 $99M 1.2M 83.21
2019-03-31 $95M 1.2M 79.43
2018-12-31 $74M 1.1M 68.93
2018-09-30 $78M 945k 82.02
2018-06-30 $70M 921k 75.97
2018-03-31 $65M 912k 71.71
2017-12-31 $62M 875k 70.72
2017-09-30 $8.0M 121k 66.06
2017-06-30 $7.6M 121k 63.16
2017-03-31 $7.0M 115k 60.48
2016-12-31 $5.6M 100k 55.83
2016-09-30 $0 77k 0.00
2016-06-30 $4.1M 79k 52.48
2016-03-31 $4.4M 84k 52.42
2015-12-31 $3.7M 70k 52.83
2015-09-30 $1.5M 30k 49.96
2015-06-30 $1.3M 25k 53.66
2015-03-31 $1.8M 33k 53.86
2014-12-31 $1.9M 37k 51.78
2014-09-30 $1.9M 39k 49.25
2014-06-30 $2.3M 48k 48.53
2014-03-31 $3.4M 73k 46.00
2013-12-31 $4.0M 89k 45.24
2013-09-30 $1.8M 44k 41.08
2013-06-30 $1.7M 44k 38.12
2013-03-31 $1.5M 41k 37.25
2012-12-31 $2.9M 84k 34.16
2012-09-30 $3.2M 93k 34.69