Mariner Wealth Advisors »

Schwab Strategic Tr 1 5yr corp bd shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 1 5yr corp bd (SCHJ) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr 1 5yr corp bd

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 1 5yr corp bd held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 1 5yr corp bd by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 43k 48.33
2023-12-31 $1.7M 34k 48.38
2023-09-30 $797k 17k 46.97
2023-06-30 $657k 14k 47.27
2023-03-31 $714k 15k 47.66
2022-12-31 $621k 13k 46.95
2022-09-30 $232k 5.0k 46.24

More positions owned by Mariner Wealth Advisors

Ishares S&p 500 Index Etf (IVV)
Apple (AAPL)
Microsoft Stock (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Amazon (AMZN)
Spdr S&p 500 Etf Etf (SPY)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
JPMorgan Chase & Co. (JPM)

View all positions for Mariner Wealth Advisors

Top funds holding Schwab Strategic Tr 1 5yr corp bd

Charles Schwab Investment Management
Envestnet Asset Management
Bank of America Corporation
Columbus Macro
TAP Consulting
Modera Wealth Management
Greenup Street Wealth Management
HighTower Advisors
White Wing Wealth Management
Kades & Cheifetz
Jpmorgan Chase & Co
LPL Financial
Essex
National Asset Management
AlphaStar Capital Management

View all funds holding Schwab Strategic Tr 1 5yr corp bd