Schwab Strategic Tr cmn shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $255M | 8.8M | 29.11 |
| 2025-06-30 | $240M | 8.7M | 27.67 |
| 2025-03-31 | $219M | 8.2M | 26.58 |
| 2024-12-31 | $207M | 8.0M | 26.07 |
| 2024-09-30 | $214M | 2.7M | 80.37 |
| 2024-06-30 | $181M | 2.4M | 74.08 |
| 2024-03-31 | $182M | 2.4M | 75.98 |
| 2023-12-31 | $174M | 2.5M | 70.10 |
| 2023-09-30 | $156M | 2.4M | 64.46 |
| 2023-06-30 | $157M | 2.3M | 67.09 |
| 2023-03-31 | $154M | 2.4M | 65.58 |
| 2022-12-31 | $160M | 2.4M | 66.02 |
| 2022-09-30 | $133M | 2.3M | 58.51 |
| 2022-06-30 | $139M | 2.2M | 62.42 |
| 2022-03-31 | $156M | 2.2M | 71.39 |
| 2021-12-31 | $145M | 2.0M | 73.22 |
| 2021-09-30 | $130M | 1.9M | 67.48 |
| 2021-06-30 | $130M | 1.9M | 68.37 |
| 2021-03-31 | $123M | 1.9M | 65.28 |
| 2020-12-31 | $117M | 2.0M | 59.53 |
| 2020-09-30 | $73M | 1.4M | 52.19 |
| 2020-06-30 | $69M | 1.4M | 50.11 |
| 2020-03-31 | $60M | 1.4M | 44.27 |
| 2019-12-31 | $66M | 1.1M | 60.12 |
| 2019-09-30 | $59M | 1.0M | 56.73 |
| 2019-06-30 | $56M | 996k | 56.14 |
| 2019-03-31 | $57M | 1.0M | 54.74 |
| 2018-12-31 | $37M | 748k | 49.29 |
| 2018-09-30 | $33M | 590k | 56.08 |
| 2018-06-30 | $30M | 565k | 53.12 |
| 2018-03-31 | $30M | 560k | 52.84 |
| 2017-12-31 | $29M | 532k | 54.66 |
| 2017-09-30 | $5.4M | 103k | 51.86 |
| 2017-06-30 | $5.0M | 100k | 50.24 |
| 2017-03-31 | $4.9M | 98k | 49.68 |
| 2016-12-31 | $4.5M | 94k | 48.09 |
| 2016-09-30 | $0 | 71k | 0.00 |
| 2016-06-30 | $2.9M | 65k | 44.78 |
| 2016-03-31 | $3.1M | 72k | 43.20 |
| 2015-12-31 | $2.9M | 69k | 42.44 |
| 2015-09-30 | $1.4M | 34k | 39.82 |
| 2015-06-30 | $994k | 23k | 43.02 |
| 2015-03-31 | $1.1M | 26k | 43.26 |
| 2014-12-31 | $1.4M | 33k | 44.08 |
| 2014-09-30 | $1.4M | 34k | 42.66 |
| 2014-06-30 | $1.6M | 38k | 42.82 |
| 2014-03-31 | $2.1M | 51k | 41.21 |
| 2013-12-31 | $2.2M | 54k | 40.73 |
| 2013-09-30 | $3.5M | 93k | 37.29 |
| 2013-06-30 | $3.5M | 95k | 36.20 |
| 2013-03-31 | $3.4M | 96k | 35.48 |
| 2012-12-31 | $3.0M | 94k | 31.83 |
| 2012-09-30 | $3.2M | 101k | 31.97 |
| 2012-06-30 | $5.0k | 167 | 29.94 |
| 2012-03-31 | $5.0k | 167 | 29.94 |