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Schwab Strategic Tr us dividend eq shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq 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 Strategic Tr us dividend eq by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $196M 2.3M 84.53
2024-06-30 $170M 2.2M 77.76
2024-03-31 $181M 2.2M 80.63
2023-12-31 $159M 2.1M 76.13
2023-09-30 $154M 2.2M 70.76
2023-06-30 $153M 2.1M 72.62
2023-03-31 $151M 2.1M 73.16
2022-12-31 $150M 2.0M 75.54
2022-09-30 $116M 1.7M 66.43
2022-06-30 $119M 1.7M 71.63
2022-03-31 $112M 1.4M 78.89
2021-12-31 $103M 1.3M 80.83
2021-09-30 $82M 1.1M 74.24
2021-06-30 $77M 1.0M 75.62
2021-03-31 $69M 947k 72.92
2020-12-31 $64M 990k 64.14
2020-09-30 $39M 697k 55.30
2020-06-30 $36M 694k 51.75
2020-03-31 $29M 649k 44.98
2019-12-31 $34M 591k 57.92
2019-09-30 $32M 580k 54.78
2019-06-30 $29M 541k 53.07
2019-03-31 $28M 528k 52.28
2018-12-31 $25M 532k 47.00
2018-09-30 $26M 489k 53.00
2018-06-30 $23M 472k 49.29
2018-03-31 $23M 462k 49.03
2017-12-31 $22M 430k 51.17
2017-09-30 $1.8M 38k 46.79
2017-06-30 $1.6M 36k 45.10
2017-03-31 $1.5M 33k 44.59
2016-12-31 $514k 12k 43.61
2016-09-30 $328k 7.8k 42.13
2015-09-30 $450k 13k 35.98
2015-06-30 $499k 13k 38.26
2015-03-31 $544k 14k 39.38
2014-12-31 $595k 15k 39.89
2014-09-30 $524k 14k 38.58
2014-06-30 $503k 13k 38.29

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 Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq