Mariner Independent Advisor Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $744K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $544K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $2.15M | Sell |
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|
2019
Q2 | $2.46M | Buy |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.25M | Buy |
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|
2018
Q3 | $1.14M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $726K | Buy |
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|
2015
Q3 | $579K | Sell |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.44M | Buy |
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|
2014
Q3 | $2.04M | Sell |
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|
2014
Q2 | $2.18M | Buy |
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