Schwab U S Small Cap ETF shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $70M | 1.5M | 47.24 |
| 2023-09-30 | $63M | 1.5M | 41.42 |
| 2023-06-30 | $65M | 1.5M | 43.80 |
| 2023-03-31 | $63M | 1.5M | 41.93 |
| 2022-12-31 | $61M | 1.5M | 40.51 |
| 2022-09-30 | $54M | 1.4M | 37.80 |
| 2022-06-30 | $53M | 1.4M | 38.99 |
| 2022-03-31 | $64M | 1.4M | 47.36 |
| 2021-12-31 | $64M | 628k | 102.40 |
| 2021-09-30 | $62M | 624k | 100.10 |
| 2021-06-30 | $59M | 561k | 104.19 |
| 2021-03-31 | $56M | 566k | 99.68 |
| 2020-12-31 | $48M | 544k | 89.01 |
| 2020-09-30 | $36M | 533k | 68.32 |
| 2020-06-30 | $35M | 532k | 65.34 |
| 2020-03-31 | $29M | 567k | 51.52 |
| 2019-12-31 | $45M | 598k | 75.64 |
| 2019-09-30 | $40M | 570k | 69.73 |
| 2019-06-30 | $39M | 551k | 71.48 |
| 2019-03-31 | $40M | 568k | 69.93 |
| 2018-12-31 | $28M | 467k | 60.68 |
| 2018-09-30 | $6.2M | 82k | 76.17 |
| 2018-06-30 | $4.0M | 54k | 73.57 |
| 2018-03-31 | $3.1M | 44k | 69.14 |
| 2017-12-31 | $2.3M | 34k | 69.72 |
| 2017-09-30 | $1.9M | 28k | 67.42 |
| 2017-06-30 | $1.7M | 27k | 63.91 |
| 2017-03-31 | $1.3M | 21k | 63.02 |
| 2016-12-31 | $1.5M | 25k | 61.47 |
| 2016-09-30 | $1.4M | 24k | 57.29 |
| 2016-06-30 | $755k | 14k | 54.06 |
| 2016-03-31 | $1.0M | 19k | 52.05 |
| 2015-12-31 | $807k | 16k | 52.10 |
| 2015-09-30 | $5.6M | 111k | 50.82 |
| 2015-06-30 | $420k | 7.3k | 57.46 |
| 2014-06-30 | $272k | 5.0k | 54.77 |
| 2012-06-30 | $2.0k | 64 | 31.25 |
| 2012-03-31 | $2.0k | 64 | 31.25 |