MIAN
Mariner Independent Advisor Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.91M | Buy |
43,797
+3,607
| +9% | +$240K | 0.13% | 179 |
|
|
2022
Q2 | $2.89M | Buy |
40,190
+4,389
| +12% | +$315K | 0.12% | 179 |
|
|
2022
Q1 | $2.82M | Buy |
35,801
+8,146
| +29% | +$642K | 0.11% | 193 |
|
|
2021
Q4 | $2.24M | Buy |
27,655
+3,553
| +15% | +$287K | 0.1% | 205 |
|
|
2021
Q3 | $1.79M | Buy |
24,102
+2,259
| +10% | +$168K | 0.09% | 245 |
|
|
2021
Q2 | $1.65M | Buy |
21,843
+733
| +3% | +$55.4K | 0.07% | 274 |
|
|
2021
Q1 | $1.54M | Sell |
21,110
-733
| -3% | -$53.4K | 0.08% | 246 |
|
|
2020
Q4 | $1.4M | Buy |
21,843
+8,969
| +70% | +$575K | 0.07% | 251 |
|
|
2020
Q3 | $712K | Buy |
12,874
+714
| +6% | +$39.5K | 0.06% | 245 |
|
|
2020
Q2 | $626K | Sell |
12,160
-13,911
| -53% | -$716K | 0.06% | 248 |
|
|
2020
Q1 | $1.16M | Buy |
26,071
+3,526
| +16% | +$156K | 0.1% | 188 |
|
|
2019
Q4 | $1.31M | Sell |
22,545
-299
| -1% | -$17.3K | 0.09% | 224 |
|
|
2019
Q3 | $1.24M | Buy |
22,844
+571
| +3% | +$31.1K | 0.09% | 229 |
|
|
2019
Q2 | $1.19M | Sell |
22,273
-63
| -0.3% | -$3.35K | 0.09% | 217 |
|
|
2019
Q1 | $1.17M | Sell |
22,336
-652
| -3% | -$34.2K | 0.1% | 212 |
|
|
2018
Q4 | $1.1M | Buy |
+22,988
| New | +$1.1M | 0.1% | 218 |
|
|
2018
Q3 | – | Sell |
-15,062
| Closed | -$742K | – | 275 |
|
|
2018
Q2 | $742K | Buy |
+15,062
| New | +$742K | 0.13% | 104 |
|
|
2016
Q3 | – | Sell |
-12,756
| Closed | -$529K | – | 188 |
|
|
2016
Q2 | $529K | Buy |
12,756
+400
| +3% | +$16.6K | 0.1% | 119 |
|
|
2016
Q1 | $495K | Buy |
+12,356
| New | +$495K | 0.16% | 93 |
|
|
2015
Q1 | – | Sell |
-11,046
| Closed | -$440K | – | 149 |
|
|
2014
Q4 | $440K | Sell |
11,046
-2,337
| -17% | -$93.1K | 0.2% | 92 |
|
|
2014
Q3 | $516K | Buy |
13,383
+206
| +2% | +$7.94K | 0.27% | 58 |
|
|
2014
Q2 | $504K | Buy |
+13,177
| New | +$504K | 0.25% | 67 |
|