Mariner Independent Advisor Network’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.52M	Buy	108,116 +4,966	+5%	+$77.9K	0.07%	297
2022 Q2	$1.62M	Buy	103,150 +76,674	+290%	+$1.31M	0.07%	286
2022 Q1	$489K	Sell	26,476 -17,874	-40%	-$332K	0.02%	445
2021 Q4	$867K	Buy	44,350 +21,668	+96%	+$425K	0.04%	344
2021 Q3	$439K	Sell	22,682 -592	-3%	-$11.8K	0.02%	414
2021 Q2	$459K	Buy	23,274 +22	+0.1%	+$435	0.02%	426
2021 Q1	$437K	Buy	23,252 +42	+0.2%	+$783	0.02%	376
2020 Q4	$418K	Buy	+23,210	New	+$391K	0.02%	359
2020 Q2	–	Sell	-37,438	Closed	-$464K	–	369
2020 Q1	$464K	Sell	37,438 -17,016	-31%	-$262K	0.04%	289
2019 Q4	$916K	Sell	54,454 -93,778	-63%	-$1.54M	0.07%	255
2019 Q3	$2.34M	Sell	148,232 -46,930	-24%	-$738K	0.18%	128
2019 Q2	$3.14M	Buy	195,162 +114,468	+142%	+$1.81M	0.24%	106
2019 Q1	$1.27M	Buy	80,694 +13,062	+19%	+$199K	0.11%	205
2018 Q4	$966K	Sell	67,632 -13,532	-17%	-$207K	0.09%	228
2018 Q3	$1.36M	Buy	81,164 +32,744	+68%	+$545K	0.17%	125
2018 Q2	$800K	Sell	48,420 -17,612	-27%	-$299K	0.14%	100
2018 Q1	$1.11M	Buy	66,032 +18,236	+38%	+$314K	0.07%	206
2017 Q4	$814K	Buy	47,796 +11,564	+32%	+$197K	0.09%	200
2017 Q3	$606K	Buy	36,232 +4,484	+14%	+$73.2K	0.1%	122
2017 Q2	$504K	Buy	+31,748	New	+$493K	0.07%	159
2017 Q1	–	Sell	-33,872	Closed	-$469K	–	337
2016 Q4	$469K	Hold	33,872	–	–	0.08%	133
2016 Q3	$488K	Sell	33,872 -20,424	-38%	-$288K	0.07%	133
2016 Q2	$736K	Sell	54,296 -1,326	-2%	-$18.1K	0.14%	103
2016 Q1	$754K	Sell	55,622 -288	-0.5%	-$3.74K	0.24%	83
2015 Q4	$770K	Buy	55,910 +7,424	+15%	+$106K	0.52%	46
2015 Q3	$664K	Buy	48,486 +2,140	+5%	+$31.4K	0.25%	90
2015 Q2	$706K	Buy	46,346 +2,072	+5%	+$32.5K	0.35%	66
2015 Q1	$669K	Sell	44,274 -698	-2%	-$10.4K	0.37%	58
2014 Q4	$650K	Buy	44,972 +6,126	+16%	+$92.3K	0.3%	65
2014 Q3	$603K	Sell	38,846 -1,354	-3%	-$21.9K	0.31%	51
2014 Q2	$663K	Buy	+40,200	New	+$647K	0.33%	56

Other funds holding SCHF

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Mariner Independent Advisor Network increased its Schwab International Equity ETF (SCHF) stake by 4.8% in Q3 2022, buying an estimated $77.9K and bringing the position to 108,116 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #297.

Mariner Independent Advisor Network first reported a position in SCHF in Q2 2014 and has held it in 31 quarters since. The position peaked at $3.14M in Q2 2019. 904 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Mariner Independent Advisor Network held 108,116 shares of Schwab International Equity ETF worth $1.52M as of Q3 2022.
Mariner Independent Advisor Network bought 4,966 Schwab International Equity ETF shares in Q3 2022, an estimated $77.9K.
Schwab International Equity ETF made up 0.07% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #297 holding.
Mariner Independent Advisor Network first reported a position in Schwab International Equity ETF in Q2 2014 and has held it in 31 quarters since.
Mariner Independent Advisor Network's Schwab International Equity ETF position peaked at $3.14M in Q2 2019.
904 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

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