Mariner Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Mariner Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Tesla Motors (TSLA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Mariner Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b