Schwab Strategic Tr shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) 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 | $412k | 16k | 25.61 |
| 2025-06-30 | $207k | 8.2k | 25.18 |
| 2025-03-31 | $208k | 8.2k | 25.37 |
| 2024-12-31 | $211k | 8.2k | 25.68 |
| 2024-09-30 | $215k | 4.1k | 52.53 |
| 2024-06-30 | $334k | 6.5k | 51.40 |
| 2024-03-31 | $338k | 6.5k | 52.05 |
| 2023-12-31 | $342k | 6.5k | 52.61 |