Schwab Strategic Tr us aggregate b shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $49M | 2.1M | 23.47 |
| 2025-06-30 | $49M | 2.1M | 23.24 |
| 2025-03-31 | $50M | 2.2M | 23.16 |
| 2024-12-31 | $47M | 2.1M | 22.70 |
| 2024-09-30 | $46M | 961k | 47.52 |
| 2024-06-30 | $35M | 764k | 45.58 |
| 2024-03-31 | $30M | 658k | 46.00 |
| 2023-12-31 | $19M | 399k | 46.62 |
| 2023-09-30 | $16M | 358k | 44.23 |
| 2023-06-30 | $14M | 310k | 46.16 |
| 2023-03-31 | $16M | 340k | 46.91 |
| 2022-12-31 | $16M | 357k | 45.65 |
| 2022-09-30 | $20M | 437k | 45.31 |
| 2022-06-30 | $24M | 492k | 47.87 |
| 2022-03-31 | $64M | 1.3M | 50.57 |
| 2021-12-31 | $68M | 1.3M | 53.90 |
| 2021-09-30 | $70M | 1.3M | 54.26 |
| 2021-06-30 | $70M | 1.3M | 54.60 |
| 2021-03-31 | $69M | 1.3M | 53.95 |
| 2020-12-31 | $70M | 1.3M | 56.03 |
| 2020-09-30 | $56M | 1.0M | 56.08 |
| 2020-06-30 | $53M | 945k | 56.24 |
| 2020-03-31 | $51M | 943k | 54.34 |
| 2019-12-31 | $48M | 895k | 53.43 |
| 2019-09-30 | $35M | 646k | 53.85 |
| 2019-06-30 | $32M | 606k | 53.00 |
| 2019-03-31 | $27M | 521k | 51.88 |
| 2018-12-31 | $20M | 396k | 50.59 |
| 2018-09-30 | $18M | 367k | 50.25 |
| 2018-06-30 | $21M | 415k | 50.64 |
| 2018-03-31 | $21M | 417k | 51.02 |
| 2017-12-31 | $20M | 375k | 52.04 |
| 2017-09-30 | $5.0M | 95k | 52.40 |
| 2017-06-30 | $4.7M | 91k | 52.29 |
| 2017-03-31 | $4.2M | 82k | 51.79 |
| 2016-12-31 | $3.8M | 73k | 51.51 |
| 2016-09-30 | $3.7M | 68k | 53.67 |
| 2016-06-30 | $3.0M | 56k | 53.72 |
| 2016-03-31 | $2.2M | 43k | 52.82 |
| 2015-12-31 | $1.6M | 31k | 51.49 |
| 2015-09-30 | $1.1M | 22k | 52.16 |
| 2015-06-30 | $1.2M | 22k | 51.74 |
| 2015-03-31 | $1.3M | 24k | 52.90 |
| 2014-12-31 | $566k | 11k | 52.25 |
| 2014-09-30 | $512k | 9.9k | 51.78 |
| 2014-06-30 | $498k | 9.6k | 51.89 |
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