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Schwab Strategic Tr us lrg cap etf shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $226M 3.3M 67.85
2024-06-30 $217M 3.4M 64.25
2024-03-31 $211M 3.4M 62.06
2023-12-31 $205M 3.6M 56.40
2023-09-30 $187M 3.7M 50.60
2023-06-30 $186M 3.5M 52.37
2023-03-31 $186M 3.8M 48.37
2022-12-31 $186M 4.1M 45.15
2022-09-30 $170M 4.0M 42.35
2022-06-30 $177M 4.0M 44.66
2022-03-31 $214M 4.0M 53.85
2021-12-31 $223M 2.0M 113.82
2021-09-30 $203M 2.0M 104.03
2021-06-30 $201M 1.9M 103.97
2021-03-31 $187M 1.9M 96.03
2020-12-31 $176M 1.9M 90.95
2020-09-30 $153M 1.9M 80.63
2020-06-30 $145M 2.0M 74.10
2020-03-31 $122M 2.0M 61.25
2019-12-31 $156M 2.0M 76.81
2019-09-30 $137M 1.9M 70.93
2019-06-30 $124M 1.8M 70.19
2019-03-31 $110M 1.6M 67.61
2018-12-31 $89M 1.5M 59.70
2018-09-30 $18M 265k 69.53
2018-06-30 $14M 212k 65.08
2018-03-31 $11M 167k 63.08
2017-12-31 $11M 168k 63.79
2017-09-30 $9.4M 157k 60.06
2017-06-30 $9.1M 157k 57.79
2017-03-31 $8.3M 148k 56.27
2016-12-31 $7.2M 135k 53.26
2016-09-30 $5.6M 112k 50.31
2016-06-30 $5.1M 102k 49.76
2016-03-31 $4.7M 97k 48.84
2015-12-31 $4.6M 94k 48.56
2015-09-30 $21M 456k 45.75
2015-06-30 $4.1M 83k 49.32
2015-03-31 $4.1M 82k 49.59
2014-12-31 $4.2M 86k 49.01
2014-09-30 $4.0M 85k 46.97
2014-06-30 $3.9M 82k 46.83
2014-03-31 $2.3M 51k 44.72
2013-12-31 $3.0M 69k 44.08
2013-09-30 $2.6M 66k 40.21
2013-06-30 $2.5M 66k 38.19
2013-03-31 $2.5M 66k 37.35