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Schwab Strategic Tr sht tm us tres shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres 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 sht tm us tres by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 202k 48.98
2024-06-30 $9.5M 197k 48.13
2024-03-31 $9.0M 188k 48.21
2023-12-31 $9.3M 192k 48.45
2023-09-30 $7.8M 163k 47.89
2023-06-30 $7.9M 164k 48.06
2023-03-31 $8.0M 164k 48.79
2022-12-31 $7.2M 148k 48.24
2022-09-30 $4.6M 95k 48.26
2022-06-30 $3.9M 80k 49.19
2022-03-31 $4.3M 86k 49.54
2021-12-31 $7.2M 142k 50.85
2021-09-30 $11M 211k 51.19
2021-06-30 $12M 226k 51.22
2021-03-31 $13M 261k 51.31
2020-12-31 $23M 446k 51.39
2020-09-30 $22M 429k 51.50
2020-06-30 $20M 389k 51.63
2020-03-31 $17M 335k 51.73
2019-12-31 $7.2M 142k 50.48
2019-09-30 $5.1M 101k 50.59
2019-06-30 $4.3M 84k 50.59
2019-03-31 $2.9M 58k 50.19
2018-12-31 $2.8M 57k 49.91
2018-09-30 $2.9M 59k 49.57
2018-06-30 $2.9M 59k 49.73
2018-03-31 $2.4M 49k 49.84
2017-12-31 $1.6M 32k 50.10
2017-09-30 $2.3M 46k 50.40
2017-06-30 $1.9M 38k 50.36
2017-03-31 $1.6M 32k 50.43
2016-12-31 $1.5M 31k 50.42
2016-09-30 $2.0M 39k 50.77
2016-06-30 $1.8M 35k 50.98
2016-03-31 $1.2M 24k 50.84
2015-12-31 $426k 8.5k 50.41
2015-09-30 $325k 6.4k 50.76
2015-06-30 $337k 6.6k 50.76
2015-03-31 $330k 6.5k 50.75
2014-12-31 $205k 4.1k 50.52

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 sht tm us tres

Bank of America Corporation
Jpmorgan Chase & Co
Jane Street
Sei Investments
Stifel Financial
Envestnet Asset Management
Wealthfront Advisers
Morningstar Investment Management
LPL Financial
State Street Corporation
Morgan Stanley
Renaissance Technologies
Pnc Financial Services
SCS Capital Management
MCF Advisors

View all funds holding Schwab Strategic Tr sht tm us tres