Mariner Wealth Advisors »

Schwab Strategic Tr intrm trm shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr intrm trm

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr intrm trm by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 208k 50.60
2024-06-30 $9.7M 199k 48.77
2024-03-31 $9.3M 190k 49.05
2023-12-31 $8.4M 169k 49.72
2023-09-30 $5.8M 121k 47.94
2023-06-30 $3.4M 69k 49.28
2023-03-31 $3.1M 61k 50.43
2022-12-31 $3.1M 63k 49.23
2022-09-30 $1.7M 34k 49.13
2022-06-30 $1.7M 33k 51.60
2022-03-31 $1.5M 27k 53.25
2021-12-31 $1.8M 32k 56.15
2021-09-30 $682k 12k 56.72
2019-06-30 $720k 13k 54.98
2016-09-30 $999 17 58.82