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Mariner Independent Advisor Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$7.05M Buy
505,472
+16,372
+3% +$256K 0.3% 73
2022
Q2 		$7.1M Buy
489,100
+352,748
+259% +$5.64M 0.3% 82
2022
Q1 		$2.55M Buy
+136,352
New +$2.49M 0.1% 208
2021
Q4 		– Sell
-135,352
Closed -$2.51M – 497
2021
Q3 		$2.51M Sell
135,352
-720
-0.5% -$13.7K 0.12% 191
2021
Q2 		$2.48M Buy
136,072
+1,120
+0.8% +$19.4K 0.11% 205
2021
Q1 		$2.19M Sell
134,952
-1,760
-1% -$28.6K 0.11% 181
2020
Q4 		$2.19M Buy
136,712
+46,944
+52% +$712K 0.12% 185
2020
Q3 		$1.29M Buy
89,768
+104
+0.1% +$1.45K 0.11% 188
2020
Q2 		$1.15M Sell
89,664
-459,344
-84% -$5.36M 0.11% 198
2020
Q1 		$5.41M Sell
549,008
-20,912
-4% -$239K 0.49% 56
2019
Q4 		$6.68M Sell
569,920
-119,536
-17% -$1.32M 0.48% 52
2019
Q3 		$7.21M Sell
689,456
-120,504
-15% -$1.27M 0.55% 44
2019
Q2 		$8.44M Buy
809,960
+231,896
+40% +$2.36M 0.64% 36
2019
Q1 		$5.74M Buy
578,064
+185,192
+47% +$1.75M 0.49% 48
2018
Q4 		$3.39M Sell
392,872
-202,576
-34% -$1.89M 0.3% 81
2018
Q3 		$6.1M Buy
595,448
+14,048
+2% +$140K 0.76% 33
2018
Q2 		$5.51M Buy
581,400
+11,448
+2% +$107K 0.98% 24
2018
Q1 		$5.11M Buy
569,952
+7,112
+1% +$65.6K 0.31% 68
2017
Q4 		$4.97M Buy
562,840
+13,848
+3% +$119K 0.52% 42
2017
Q3 		$4.53M Sell
548,992
-11,552
-2% -$93.7K 0.74% 30
2017
Q2 		$4.43M Buy
+560,544
New +$4.37M 0.63% 48
2017
Q1 		– Sell
-752,736
Closed -$5.25M – 338
2016
Q4 		$5.25M Buy
752,736
+499,720
+198% +$3.46M 0.85% 38
2016
Q3 		$1.75M Sell
253,016
-64,032
-20% -$440K 0.25% 89
2016
Q2 		$2.08M Buy
317,048
+69,264
+28% +$455K 0.39% 65
2016
Q1 		$1.62M Sell
247,784
-35,832
-13% -$222K 0.52% 55
2015
Q4 		$1.87M Sell
283,616
-41,264
-13% -$275K 1.26% 24
2015
Q3 		$2.03M Sell
324,880
-568
-0.2% -$3.78K 0.78% 37
2015
Q2 		$2.18M Buy
325,448
+31,080
+11% +$212K 1.07% 29
2015
Q1 		$1.98M Sell
294,368
-46,632
-14% -$309K 1.11% 29
2014
Q4 		$2.21M Buy
341,000
+44,808
+15% +$282K 1.02% 24
2014
Q3 		$1.82M Buy
296,192
+30,104
+11% +$185K 0.95% 25
2014
Q2 		$1.61M Buy
+266,088
New +$1.56M 0.79% 35

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

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

Mariner Independent Advisor Network increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q3 2022, buying an estimated $256K and bringing the position to 505,472 shares worth $7.05M. The position accounts for 0.3% of the portfolio, ranked #73.

Mariner Independent Advisor Network first reported a position in SCHG in Q2 2014 and has held it in 32 quarters since. The position peaked at $8.44M in Q2 2019. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Mariner Independent Advisor Network held 505,472 shares of Schwab US Large-Cap Growth ETF worth $7.05M as of Q3 2022.
  • Mariner Independent Advisor Network bought 16,372 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $256K.
  • Schwab US Large-Cap Growth ETF made up 0.3% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #73 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 32 quarters since.
  • Mariner Independent Advisor Network's Schwab US Large-Cap Growth ETF position peaked at $8.44M in Q2 2019.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

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