MIAN
Mariner Independent Advisor Network’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $625K | Buy |
14,876
+8
| +0.1% | +$336 | 0.03% | 438 |
|
|
2022
Q2 | $660K | Buy |
+14,868
| New | +$660K | 0.03% | 434 |
|
|
2020
Q4 | – | Sell |
-10,086
| Closed | -$803K | – | 414 |
|
|
2020
Q3 | $803K | Sell |
10,086
-3,554
| -26% | -$283K | 0.07% | 232 |
|
|
2020
Q2 | $1.01M | Sell |
13,640
-14,204
| -51% | -$1.05M | 0.09% | 206 |
|
|
2020
Q1 | $1.61M | Sell |
27,844
-4,500
| -14% | -$261K | 0.15% | 161 |
|
|
2019
Q4 | $2.49M | Buy |
32,344
+4,036
| +14% | +$310K | 0.18% | 125 |
|
|
2019
Q3 | $1.99M | Sell |
28,308
-14,084
| -33% | -$989K | 0.15% | 153 |
|
|
2019
Q2 | $3M | Sell |
42,392
-405
| -0.9% | -$28.6K | 0.23% | 110 |
|
|
2019
Q1 | $2.92M | Buy |
42,797
+806
| +2% | +$55K | 0.25% | 102 |
|
|
2018
Q4 | $2.56M | Buy |
41,991
+17,796
| +74% | +$1.08M | 0.23% | 107 |
|
|
2018
Q3 | $1.7M | Buy |
24,195
+255
| +1% | +$17.9K | 0.21% | 104 |
|
|
2018
Q2 | $1.58M | Sell |
23,940
-2,894
| -11% | -$191K | 0.28% | 73 |
|
|
2018
Q1 | $1.71M | Buy |
26,834
+1,452
| +6% | +$92.6K | 0.11% | 151 |
|
|
2017
Q4 | $1.64M | Buy |
25,382
+2,240
| +10% | +$145K | 0.17% | 137 |
|
|
2017
Q3 | $1.41M | Sell |
23,142
-250
| -1% | -$15.2K | 0.23% | 79 |
|
|
2017
Q2 | $1.37M | Buy |
+23,392
| New | +$1.37M | 0.2% | 116 |
|
|
2017
Q1 | – | Sell |
-31,237
| Closed | -$1.69M | – | 335 |
|
|
2016
Q4 | $1.69M | Sell |
31,237
-5,227
| -14% | -$283K | 0.27% | 83 |
|
|
2016
Q3 | $1.91M | Sell |
36,464
-10,857
| -23% | -$568K | 0.27% | 84 |
|
|
2016
Q2 | $2.38M | Buy |
47,321
+34,965
| +283% | +$1.76M | 0.45% | 60 |
|
|
2016
Q1 | $8.72M | Sell |
12,356
-174,750
| -93% | -$123M | 2.78% | 6 |
|
|
2015
Q4 | $9.18M | Sell |
187,106
-11,533
| -6% | -$566K | 6.16% | 3 |
|
|
2015
Q3 | $9.21M | Buy |
198,639
+7,276
| +4% | +$337K | 3.53% | 3 |
|
|
2015
Q2 | $9.61M | Sell |
191,363
-29,732
| -13% | -$1.49M | 4.7% | 2 |
|
|
2015
Q1 | $11.2M | Sell |
221,095
-19,266
| -8% | -$973K | 6.23% | 2 |
|
|
2014
Q4 | $12M | Buy |
240,361
+20,336
| +9% | +$1.01M | 5.55% | 3 |
|
|
2014
Q3 | $10.5M | Buy |
220,025
+20,827
| +10% | +$990K | 5.46% | 4 |
|
|
2014
Q2 | $9.51M | Buy |
+199,198
| New | +$9.51M | 4.68% | 3 |
|