Schwab Charles Family shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in Schwab Charles Family
Tip: Access up to 7 years of quarterly data
All positions including Schwab Charles Family held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Charles Family by Mariner Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $7.3M | 7.3M | 1.00 |
2023-06-30 | $720k | 720k | 1.00 |