Schwab U S Broad Market ETF shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $82M | 1.2M | 66.52 |
| 2024-06-30 | $78M | 1.2M | 62.87 |
| 2024-03-31 | $75M | 1.2M | 61.05 |
| 2023-12-31 | $69M | 1.2M | 55.67 |
| 2023-09-30 | $62M | 1.2M | 49.85 |
| 2023-06-30 | $63M | 1.2M | 51.70 |
| 2023-03-31 | $60M | 1.3M | 47.85 |
| 2022-12-31 | $58M | 1.3M | 44.81 |
| 2022-09-30 | $58M | 1.4M | 41.99 |
| 2022-06-30 | $60M | 1.4M | 44.19 |
| 2022-03-31 | $72M | 1.3M | 53.39 |
| 2021-12-31 | $43M | 380k | 113.01 |
| 2021-09-30 | $43M | 414k | 103.86 |
| 2021-06-30 | $41M | 395k | 104.27 |
| 2021-03-31 | $39M | 399k | 96.71 |
| 2020-12-31 | $36M | 392k | 90.99 |
| 2020-09-30 | $32M | 395k | 79.64 |
| 2020-06-30 | $28M | 386k | 73.47 |
| 2020-03-31 | $23M | 377k | 60.43 |
| 2019-12-31 | $24M | 315k | 76.88 |
| 2019-09-30 | $21M | 294k | 71.02 |
| 2019-06-30 | $19M | 272k | 70.53 |
| 2019-03-31 | $23M | 334k | 68.05 |
| 2018-12-31 | $1.6M | 27k | 59.93 |
| 2018-09-30 | $465k | 6.6k | 70.39 |
| 2018-06-30 | $413k | 6.3k | 65.98 |
| 2017-12-31 | $431k | 6.7k | 64.45 |
| 2017-06-30 | $248k | 4.2k | 58.52 |
| 2017-03-31 | $241k | 4.2k | 57.12 |
| 2016-09-30 | $329k | 6.3k | 52.46 |
| 2015-09-30 | $426k | 9.2k | 46.39 |