Mariner Independent Advisor Network’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $625K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $803K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $3M | Sell |
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|
2019
Q1 | $2.92M | Buy |
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|
2018
Q4 | $2.56M | Buy |
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|
2018
Q3 | $1.7M | Buy |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.69M | Sell |
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|
2016
Q3 | $1.91M | Sell |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $8.72M | Sell |
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|
2015
Q4 | $9.18M | Sell |
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|
2015
Q3 | $9.21M | Buy |
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|
2015
Q2 | $9.61M | Sell |
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|
2015
Q1 | $11.2M | Sell |
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|
2014
Q4 | $12M | Buy |
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|
2014
Q3 | $10.5M | Buy |
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|
2014
Q2 | $9.51M | Buy |
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