MIAN
Mariner Independent Advisor Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $610K | Buy |
16,149
+490
| +3% | +$18.5K | 0.03% | 443 |
|
|
2022
Q2 | $622K | Buy |
15,659
+28
| +0.2% | +$1.11K | 0.03% | 447 |
|
|
2022
Q1 | $744K | Buy |
+15,631
| New | +$744K | 0.03% | 400 |
|
|
2020
Q2 | – | Sell |
-11,144
| Closed | -$544K | – | 368 |
|
|
2020
Q1 | $544K | Sell |
11,144
-6,692
| -38% | -$327K | 0.05% | 271 |
|
|
2019
Q4 | $1.35M | Sell |
17,836
-13,493
| -43% | -$1.02M | 0.1% | 218 |
|
|
2019
Q3 | $2.15M | Sell |
31,329
-3,085
| -9% | -$211K | 0.16% | 139 |
|
|
2019
Q2 | $2.47M | Buy |
34,414
+15,388
| +81% | +$1.1M | 0.19% | 130 |
|
|
2019
Q1 | $1.34M | Sell |
19,026
-502
| -3% | -$35.4K | 0.11% | 196 |
|
|
2018
Q4 | $1.25M | Buy |
19,528
+4,586
| +31% | +$294K | 0.11% | 201 |
|
|
2018
Q3 | $1.14M | Buy |
+14,942
| New | +$1.14M | 0.14% | 140 |
|
|
2016
Q1 | – | Sell |
-13,930
| Closed | -$726K | – | 126 |
|
|
2015
Q4 | $726K | Buy |
13,930
+2,521
| +22% | +$131K | 0.49% | 49 |
|
|
2015
Q3 | $579K | Sell |
11,409
-25,643
| -69% | -$1.3M | 0.22% | 95 |
|
|
2015
Q2 | $2.13M | Buy |
37,052
+519
| +1% | +$29.8K | 1.04% | 31 |
|
|
2015
Q1 | $2.1M | Sell |
36,533
-7,737
| -17% | -$445K | 1.18% | 25 |
|
|
2014
Q4 | $2.44M | Buy |
44,270
+4,636
| +12% | +$256K | 1.13% | 20 |
|
|
2014
Q3 | $2.04M | Sell |
39,634
-103
| -0.3% | -$5.29K | 1.06% | 21 |
|
|
2014
Q2 | $2.18M | Buy |
+39,737
| New | +$2.18M | 1.07% | 28 |
|