Schwab Strategic Tr shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 51k | 27.94 |
| 2025-06-30 | $1.3M | 49k | 27.35 |
| 2025-03-31 | $1.1M | 42k | 25.38 |
| 2024-12-31 | $482k | 21k | 23.12 |
| 2024-09-30 | $365k | 14k | 26.17 |
| 2024-06-30 | $313k | 13k | 23.57 |
| 2024-03-31 | $419k | 17k | 24.26 |
| 2023-12-31 | $236k | 9.6k | 24.59 |