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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

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Quarterly reported holdings in Schwab Strategic Tr cmn by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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