Mariner Independent Advisor Network’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$625K	Buy	44,628 +24	+0.1%	+$373	0.03%	438
2022 Q2	$660K	Buy	+44,604	New	+$716K	0.03%	434
2020 Q4	–	Sell	-60,516	Closed	-$803K	–	414
2020 Q3	$803K	Sell	60,516 -21,324	-26%	-$280K	0.07%	232
2020 Q2	$1.01M	Sell	81,840 -85,224	-51%	-$982K	0.09%	206
2020 Q1	$1.61M	Sell	167,064 -27,000	-14%	-$327K	0.15%	161
2019 Q4	$2.49M	Buy	194,064 +24,216	+14%	+$297K	0.18%	125
2019 Q3	$1.99M	Sell	169,848 -84,504	-33%	-$998K	0.15%	153
2019 Q2	$3M	Sell	254,352 -2,430	-0.9%	-$28.1K	0.23%	110
2019 Q1	$2.92M	Buy	256,782 +4,836	+2%	+$52.8K	0.25%	102
2018 Q4	$2.56M	Buy	251,946 +106,776	+74%	+$1.15M	0.23%	107
2018 Q3	$1.7M	Buy	145,170 +1,530	+1%	+$17.6K	0.21%	104
2018 Q2	$1.58M	Sell	143,640 -17,364	-11%	-$190K	0.28%	73
2018 Q1	$1.71M	Buy	161,004 +8,712	+6%	+$95.7K	0.11%	151
2017 Q4	$1.64M	Buy	152,292 +13,440	+10%	+$141K	0.17%	137
2017 Q3	$1.41M	Sell	138,852 -1,500	-1%	-$14.9K	0.23%	79
2017 Q2	$1.37M	Buy	+140,352	New	+$1.36M	0.2%	116
2017 Q1	–	Sell	-187,422	Closed	-$1.69M	–	335
2016 Q4	$1.69M	Sell	187,422 -31,362	-14%	-$276K	0.27%	83
2016 Q3	$1.91M	Sell	218,784 -65,142	-23%	-$566K	0.27%	84
2016 Q2	$2.38M	Buy	283,926 +209,790	+283%	+$1.74M	0.45%	60
2016 Q1	$8.72M	Sell	74,136 -1,048,500	-93%	-$8.15M	2.78%	6
2015 Q4	$9.18M	Sell	1,122,636 -69,198	-6%	-$571K	6.16%	3
2015 Q3	$9.21M	Buy	1,191,834 +43,656	+4%	+$359K	3.53%	3
2015 Q2	$9.61M	Sell	1,148,178 -178,392	-13%	-$1.52M	4.7%	2
2015 Q1	$11.2M	Sell	1,326,570 -115,596	-8%	-$967K	6.23%	2
2014 Q4	$12M	Buy	1,442,166 +122,016	+9%	+$988K	5.55%	3
2014 Q3	$10.5M	Buy	1,320,150 +124,962	+10%	+$999K	5.46%	4
2014 Q2	$9.51M	Buy	+1,195,188	New	+$9.22M	4.68%	3

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Schwab US Broad Market ETF (SCHB) stake by 0.05% in Q3 2022, buying an estimated $373 and bringing the position to 44,628 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #438.

Mariner Independent Advisor Network first reported a position in SCHB in Q2 2014 and has held it in 27 quarters since. The position peaked at $12M in Q4 2014. 856 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

Mariner Independent Advisor Network held 44,628 shares of Schwab US Broad Market ETF worth $625K as of Q3 2022.
Mariner Independent Advisor Network bought 24 Schwab US Broad Market ETF shares in Q3 2022, an estimated $373.
Schwab US Broad Market ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #438 holding.
Mariner Independent Advisor Network first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 27 quarters since.
Mariner Independent Advisor Network's Schwab US Broad Market ETF position peaked at $12M in Q4 2014.
856 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

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