Mariner Independent Advisor Network’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-30,480	Closed	-$712K	–	391
2019 Q3	$712K	Sell	30,480 -2,050	-6%	-$47K	0.05%	278
2019 Q2	$719K	Buy	+32,530	New	+$726K	0.05%	277
2017 Q1	–	Sell	-99,900	Closed	-$2.05M	–	339
2016 Q4	$2.05M	Buy	99,900 +60,948	+156%	+$1.22M	0.33%	71
2016 Q3	$831K	Buy	38,952 +5,564	+17%	+$122K	0.12%	116
2016 Q2	$725K	Buy	33,388 +10,362	+45%	+$214K	0.14%	104
2016 Q1	$4.77M	Sell	23,026 -2,330	-9%	-$44.8K	1.52%	21
2015 Q4	$503K	Sell	25,356 -54	-0.2%	-$1.05K	0.34%	62
2015 Q3	$472K	Buy	25,410 +178	+0.7%	+$3.34K	0.18%	100
2015 Q2	$458K	Sell	25,232 -702	-3%	-$13.5K	0.22%	80
2015 Q1	$526K	Sell	25,934 -5,758	-18%	-$118K	0.29%	61
2014 Q4	$617K	Buy	31,692 +2,140	+7%	+$40.1K	0.29%	67
2014 Q3	$503K	Sell	29,552 -19,146	-39%	-$341K	0.26%	59
2014 Q2	$861K	Buy	+48,698	New	+$843K	0.42%	50

Other funds holding SCHH

CSIA

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Mariner Independent Advisor Network's SCHH Position: Q4 2019 in Review

Mariner Independent Advisor Network sold out of Schwab US REIT ETF (SCHH) in Q4 2019, closing a stake of 30,480 shares — an estimated $712K sold.

Mariner Independent Advisor Network first reported a position in SCHH in Q2 2014 and held it in 13 quarters. The position peaked at $4.77M in Q1 2016. 428 funds tracked by Wall St. Rank hold SCHH as of Q4 2019.

Mariner Independent Advisor Network reported no remaining Schwab US REIT ETF position as of Q4 2019 after selling out during the quarter.
Mariner Independent Advisor Network sold 30,480 Schwab US REIT ETF shares in Q4 2019, an estimated $712K.
Mariner Independent Advisor Network first reported a position in Schwab US REIT ETF in Q2 2014 and held it in 13 quarters.
Mariner Independent Advisor Network's Schwab US REIT ETF position peaked at $4.77M in Q1 2016.
428 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q4 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2019, filed 10 Feb 2020.