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Mariner Independent Advisor Network’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,375
Closed -$309K – 527
2021
Q4 		$309K Buy
+10,375
New +$317K 0.01% 424
2020
Q3 		– Sell
-10,735
Closed -$265K – 338
2020
Q2 		$265K Sell
10,735
-20,404
-66% -$464K 0.02% 302
2020
Q1 		$634K Buy
31,139
+19,704
+172% +$493K 0.06% 258
2019
Q4 		$319K Sell
11,435
-3,301
-22% -$87K 0.02% 347
2019
Q3 		$370K Sell
14,736
-19,562
-57% -$498K 0.03% 337
2019
Q2 		$902K Buy
34,298
+2,482
+8% +$64.3K 0.07% 246
2019
Q1 		$827K Buy
31,816
+5,894
+23% +$149K 0.07% 248
2018
Q4 		$610K Buy
25,922
+5,226
+25% +$127K 0.05% 278
2018
Q3 		$532K Buy
20,696
+697
+3% +$18.1K 0.07% 182
2018
Q2 		$517K Buy
19,999
+1,514
+8% +$41.6K 0.09% 127
2018
Q1 		$520K Buy
18,485
+306
+2% +$8.97K 0.03% 289
2017
Q4 		$508K Buy
18,179
+528
+3% +$14.6K 0.05% 242
2017
Q3 		$475K Buy
17,651
+1,441
+9% +$38.1K 0.08% 134
2017
Q2 		$402K Buy
+16,210
New +$398K 0.06% 166
2017
Q1 		– Sell
-14,670
Closed -$316K – 336
2016
Q4 		$316K Hold
14,670
– – 0.05% 148
2016
Q3 		$338K Sell
14,670
-2,300
-14% -$51.9K 0.05% 148
2016
Q2 		$361K Sell
16,970
-15,315
-47% -$315K 0.07% 128
2016
Q1 		$630K Hold
32,285
– – 0.2% 90
2015
Q4 		$630K Buy
32,285
+9,283
+40% +$194K 0.42% 55
2015
Q3 		$465K Buy
23,002
+2,125
+10% +$46.5K 0.18% 101
2015
Q2 		$513K Buy
20,877
+72
+0.3% +$1.84K 0.25% 75
2015
Q1 		$507K Sell
20,805
-1,798
-8% -$43.7K 0.28% 63
2014
Q4 		$540K Buy
22,603
+2,864
+15% +$71.6K 0.25% 74
2014
Q3 		$501K Sell
19,739
-12,847
-39% -$345K 0.26% 61
2014
Q2 		$848K Buy
+32,586
New +$822K 0.42% 51

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mariner Independent Advisor Network's SCHE Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 10,375 shares — an estimated $309K sold.

Mariner Independent Advisor Network first reported a position in SCHE in Q2 2014 and held it in 25 quarters. The position peaked at $902K in Q2 2019. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Mariner Independent Advisor Network reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 10,375 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $309K.
  • Mariner Independent Advisor Network first reported a position in Schwab Emerging Markets Equity ETF in Q2 2014 and held it in 25 quarters.
  • Mariner Independent Advisor Network's Schwab Emerging Markets Equity ETF position peaked at $902K in Q2 2019.
  • 717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.