Mariner Independent Advisor Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.91M	Buy	131,391 +10,821	+9%	+$263K	0.13%	179
2022 Q2	$2.89M	Buy	120,570 +13,167	+12%	+$335K	0.12%	179
2022 Q1	$2.82M	Buy	107,403 +24,438	+29%	+$640K	0.11%	193
2021 Q4	$2.23M	Buy	82,965 +10,659	+15%	+$277K	0.1%	205
2021 Q3	$1.79M	Buy	72,306 +6,777	+10%	+$172K	0.09%	245
2021 Q2	$1.65M	Buy	65,529 +2,199	+3%	+$55.5K	0.07%	274
2021 Q1	$1.54M	Sell	63,330 -2,199	-3%	-$50K	0.08%	246
2020 Q4	$1.4M	Buy	65,529 +26,907	+70%	+$546K	0.07%	251
2020 Q3	$712K	Buy	38,622 +2,142	+6%	+$39.4K	0.06%	245
2020 Q2	$626K	Sell	36,480 -41,733	-53%	-$705K	0.06%	248
2020 Q1	$1.16M	Buy	78,213 +10,578	+16%	+$190K	0.1%	188
2019 Q4	$1.31M	Sell	67,635 -897	-1%	-$16.8K	0.09%	224
2019 Q3	$1.24M	Buy	68,532 +1,713	+3%	+$30.7K	0.09%	229
2019 Q2	$1.19M	Sell	66,819 -189	-0.3%	-$3.32K	0.09%	217
2019 Q1	$1.17M	Sell	67,008 -1,956	-3%	-$32.9K	0.1%	212
2018 Q4	$1.1M	Buy	+68,964	New	+$1.15M	0.1%	218
2018 Q3	–	Sell	-45,186	Closed	-$742K	–	275
2018 Q2	$742K	Buy	+45,186	New	+$744K	0.13%	104
2016 Q3	–	Sell	-38,268	Closed	-$529K	–	188
2016 Q2	$529K	Buy	38,268 +1,200	+3%	+$16.2K	0.1%	119
2016 Q1	$495K	Buy	+37,068	New	+$470K	0.16%	93
2015 Q1	–	Sell	-33,138	Closed	-$440K	–	149
2014 Q4	$440K	Sell	33,138 -7,011	-17%	-$91.7K	0.2%	92
2014 Q3	$516K	Buy	40,149 +618	+2%	+$7.94K	0.27%	58
2014 Q2	$504K	Buy	+39,531	New	+$496K	0.25%	67

Other funds holding SCHD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Schwab US Dividend Equity ETF (SCHD) stake by 9% in Q3 2022, buying an estimated $263K and bringing the position to 131,391 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #179.

Mariner Independent Advisor Network first reported a position in SCHD in Q2 2014 and has held it in 22 quarters since. 1,160 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Mariner Independent Advisor Network held 131,391 shares of Schwab US Dividend Equity ETF worth $2.91M as of Q3 2022.
Mariner Independent Advisor Network bought 10,821 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $263K.
Schwab US Dividend Equity ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #179 holding.
Mariner Independent Advisor Network first reported a position in Schwab US Dividend Equity ETF in Q2 2014 and has held it in 22 quarters since.
1,160 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

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