Schwab U S Large Cap Growth ETF shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab U S Large Cap Growth ETF
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $447M | 4.3M | 104.18 |
2024-06-30 | $401M | 4.0M | 100.84 |
2024-03-31 | $354M | 3.8M | 92.72 |
2023-12-31 | $305M | 3.7M | 82.96 |
2023-09-30 | $263M | 3.6M | 72.72 |
2023-06-30 | $263M | 3.5M | 74.95 |
2023-03-31 | $234M | 3.6M | 65.17 |
2022-12-31 | $194M | 3.5M | 55.56 |
2022-09-30 | $174M | 3.1M | 55.81 |
2022-06-30 | $182M | 3.1M | 57.99 |
2022-03-31 | $231M | 3.1M | 74.82 |
2021-12-31 | $259M | 1.6M | 163.75 |
2021-09-30 | $236M | 1.6M | 148.09 |
2021-06-30 | $237M | 1.6M | 145.96 |
2021-03-31 | $223M | 1.7M | 129.78 |
2020-12-31 | $242M | 1.9M | 128.41 |
2020-09-30 | $172M | 1.5M | 115.17 |
2020-06-30 | $150M | 1.5M | 101.54 |
2020-03-31 | $113M | 1.4M | 79.65 |
2019-12-31 | $116M | 1.2M | 92.91 |
2019-09-30 | $103M | 1.2M | 84.01 |
2019-06-30 | $99M | 1.2M | 83.21 |
2019-03-31 | $95M | 1.2M | 79.43 |
2018-12-31 | $74M | 1.1M | 68.93 |
2018-09-30 | $78M | 945k | 82.02 |
2018-06-30 | $70M | 921k | 75.97 |
2018-03-31 | $65M | 912k | 71.71 |
2017-12-31 | $62M | 875k | 70.72 |
2017-09-30 | $8.0M | 121k | 66.06 |
2017-06-30 | $7.6M | 121k | 63.16 |
2017-03-31 | $7.0M | 115k | 60.48 |
2016-12-31 | $5.6M | 100k | 55.83 |
2016-09-30 | $0 | 77k | 0.00 |
2016-06-30 | $4.1M | 79k | 52.48 |
2016-03-31 | $4.4M | 84k | 52.42 |
2015-12-31 | $3.7M | 70k | 52.83 |
2015-09-30 | $1.5M | 30k | 49.96 |
2015-06-30 | $1.3M | 25k | 53.66 |
2015-03-31 | $1.8M | 33k | 53.86 |
2014-12-31 | $1.9M | 37k | 51.78 |
2014-09-30 | $1.9M | 39k | 49.25 |
2014-06-30 | $2.3M | 48k | 48.53 |
2014-03-31 | $3.4M | 73k | 46.00 |
2013-12-31 | $4.0M | 89k | 45.24 |
2013-09-30 | $1.8M | 44k | 41.08 |
2013-06-30 | $1.7M | 44k | 38.12 |
2013-03-31 | $1.5M | 41k | 37.25 |
2012-12-31 | $2.9M | 84k | 34.16 |
2012-09-30 | $3.2M | 93k | 34.69 |
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