Mariner Independent Advisor Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$610K	Buy	32,298 +980	+3%	+$20.5K	0.03%	443
2022 Q2	$622K	Buy	31,318 +56	+0.2%	+$1.2K	0.03%	447
2022 Q1	$744K	Buy	+31,262	New	+$738K	0.03%	400
2020 Q2	–	Sell	-44,576	Closed	-$544K	–	368
2020 Q1	$544K	Sell	44,576 -26,768	-38%	-$455K	0.05%	271
2019 Q4	$1.35M	Sell	71,344 -53,972	-43%	-$977K	0.1%	218
2019 Q3	$2.15M	Sell	125,316 -12,340	-9%	-$218K	0.16%	139
2019 Q2	$2.46M	Buy	137,656 +61,552	+81%	+$1.09M	0.19%	130
2019 Q1	$1.34M	Sell	76,104 -2,008	-3%	-$34.4K	0.11%	196
2018 Q4	$1.25M	Buy	78,112 +18,344	+31%	+$310K	0.11%	201
2018 Q3	$1.14M	Buy	+59,768	New	+$1.14M	0.14%	140
2016 Q1	–	Sell	-55,720	Closed	-$726K	–	126
2015 Q4	$726K	Buy	55,720 +10,084	+22%	+$135K	0.49%	49
2015 Q3	$579K	Sell	45,636 -102,572	-69%	-$1.41M	0.22%	95
2015 Q2	$2.13M	Buy	148,208 +2,076	+1%	+$30.1K	1.04%	31
2015 Q1	$2.1M	Sell	146,132 -30,948	-17%	-$432K	1.18%	25
2014 Q4	$2.44M	Buy	177,080 +18,544	+12%	+$246K	1.13%	20
2014 Q3	$2.04M	Sell	158,536 -412	-0.3%	-$5.5K	1.06%	21
2014 Q2	$2.18M	Buy	+158,948	New	+$2.1M	1.07%	28

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mariner Independent Advisor Network's SCHA Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q3 2022, buying an estimated $20.5K and bringing the position to 32,298 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #443.

Mariner Independent Advisor Network first reported a position in SCHA in Q2 2014 and has held it in 17 quarters since. The position peaked at $2.46M in Q2 2019. 868 funds tracked by Wall St. Rank hold SCHA as of Q3 2022.

Mariner Independent Advisor Network held 32,298 shares of Schwab U.S Small- Cap ETF worth $610K as of Q3 2022.
Mariner Independent Advisor Network bought 980 Schwab U.S Small- Cap ETF shares in Q3 2022, an estimated $20.5K.
Schwab U.S Small- Cap ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #443 holding.
Mariner Independent Advisor Network first reported a position in Schwab U.S Small- Cap ETF in Q2 2014 and has held it in 17 quarters since.
Mariner Independent Advisor Network's Schwab U.S Small- Cap ETF position peaked at $2.46M in Q2 2019.
868 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.