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Sch Fnd Us Sm Etf schwab fdt us sc shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Sch Fnd Us Sm Etf schwab fdt us sc

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All positions including Sch Fnd Us Sm Etf schwab fdt us sc held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Sm Etf schwab fdt us sc by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 127k 59.57
2024-06-30 $8.1M 147k 54.92
2024-03-31 $8.1M 143k 57.03
2023-12-31 $7.0M 126k 55.35
2023-09-30 $5.9M 123k 48.49
2023-06-30 $8.0M 159k 50.45
2023-03-31 $7.5M 155k 48.67
2022-12-31 $6.4M 137k 46.72
2022-09-30 $3.6M 84k 42.52
2022-06-30 $3.4M 75k 45.25
2022-03-31 $3.6M 68k 53.47
2021-12-31 $2.7M 49k 55.61
2021-09-30 $2.5M 47k 52.69
2021-06-30 $2.0M 36k 54.39
2021-03-31 $1.7M 33k 50.67
2020-12-31 $841k 20k 42.90
2020-09-30 $720k 22k 33.05
2020-06-30 $859k 27k 31.71
2020-03-31 $859k 33k 25.88
2019-12-31 $1.6M 39k 40.25
2019-09-30 $1.3M 35k 37.76
2019-06-30 $1.9M 50k 37.68
2019-03-31 $1.4M 38k 37.25
2018-12-31 $1.2M 38k 32.84
2018-09-30 $2.2M 53k 40.73
2018-06-30 $2.2M 54k 39.92
2018-03-31 $2.1M 56k 37.25
2017-12-31 $2.1M 55k 37.89
2017-09-30 $2.0M 56k 36.28
2017-06-30 $1.9M 56k 34.76
2017-03-31 $1.9M 56k 34.70
2016-12-31 $2.0M 58k 34.09
2016-09-30 $1.8M 57k 31.14
2016-06-30 $1.6M 54k 29.34
2016-03-31 $856k 30k 28.71
2015-12-31 $578k 21k 27.97
2015-09-30 $229k 8.4k 27.25
2015-06-30 $255k 8.4k 30.34
2015-03-31 $261k 8.4k 31.06
2014-12-31 $251k 8.4k 29.87

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Broadcom (AVGO)

View all positions for Mariner Wealth Advisors

Top funds holding Sch Fnd Us Sm Etf schwab fdt us sc

Charles Schwab Investment Management
Waddell & Associates
Clarius
Steele Capital Management
Morgan Stanley
Prairiewood Capital
Trilogy Capital
Solitude Financial Services
Sanctuary Advisors
Moller Financial Services
Riverpoint Wealth Management Holdings
ALPS Advisors
Ironwood Investment Counsel
Resonant Capital Advisors
First Pacific Financial

View all funds holding Sch Fnd Us Sm Etf schwab fdt us sc