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Schwab Strategic Tr shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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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
2026-03-31 $695k 28k 25.20

More positions owned by Mariner Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Mariner Wealth Advisors

Top funds holding Schwab Strategic Tr

Cambridge Investment Research Advisors
Kaizen Financial Strategies
Concurrent Investment Advisors
Integrity Advisory Solutions
Citadel Advisors
CI Private Wealth
Mariner Wealth Advisors
January Capital Advisors
WealthPlan Investment Management
Hummer Financial Advisory Services
Warren Averett Asset Management
Savvy Advisors
Jane Street
Coastwise Capital Group
Mainstream Capital Management

View all funds holding Schwab Strategic Tr