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Mariner Independent Advisor Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2.53M Buy
125,319
+15,822
+14% +$353K 0.11% 194
2022
Q2 		$2.35M Buy
109,497
+14,172
+15% +$327K 0.1% 210
2022
Q1 		$2.42M Buy
95,325
+16,068
+20% +$403K 0.09% 219
2021
Q4 		$2.13M Sell
79,257
-12,129
-13% -$323K 0.1% 216
2021
Q3 		$2.33M Buy
91,386
+7,899
+9% +$206K 0.11% 204
2021
Q2 		$2.18M Buy
83,487
+2,775
+3% +$71.7K 0.1% 224
2021
Q1 		$2M Buy
80,712
+477
+0.6% +$11.6K 0.1% 202
2020
Q4 		$1.82M Buy
80,235
+3,729
+5% +$77.8K 0.1% 216
2020
Q3 		$1.42M Buy
76,506
+4,077
+6% +$75.5K 0.12% 181
2020
Q2 		$1.27M Sell
72,429
-27,273
-27% -$445K 0.12% 190
2020
Q1 		$1.33M Sell
99,702
-14,340
-13% -$263K 0.12% 174
2019
Q4 		$2.29M Sell
114,042
-27,267
-19% -$528K 0.16% 136
2019
Q3 		$2.63M Sell
141,309
-1,329
-0.9% -$25.1K 0.2% 114
2019
Q2 		$2.72M Buy
142,638
+22,554
+19% +$422K 0.2% 120
2019
Q1 		$2.23M Sell
120,084
-15,993
-12% -$286K 0.19% 129
2018
Q4 		$2.28M Buy
136,077
+6,261
+5% +$109K 0.2% 119
2018
Q3 		$2.5M Buy
129,816
+95,973
+284% +$1.83M 0.31% 75
2018
Q2 		$619K Sell
33,843
-7,665
-18% -$139K 0.11% 118
2018
Q1 		$731K Buy
+41,508
New +$746K 0.05% 254
2016
Q4 		– Sell
-54,441
Closed -$790K – 201
2016
Q3 		$790K Buy
54,441
+7,221
+15% +$104K 0.11% 121
2016
Q2 		$661K Sell
47,220
-7,305
-13% -$101K 0.12% 109
2016
Q1 		$377K Sell
54,525
-12,858
-19% -$162K 0.12% 98
2015
Q4 		$900K Buy
67,383
+9,804
+17% +$133K 0.6% 43
2015
Q3 		$747K Sell
57,579
-110,304
-66% -$1.53M 0.29% 83
2015
Q2 		$2.39M Buy
167,883
+11,706
+7% +$169K 1.17% 25
2015
Q1 		$2.25M Sell
156,177
-5,778
-4% -$80.6K 1.25% 22
2014
Q4 		$2.2M Buy
161,955
+19,938
+14% +$263K 1.02% 25
2014
Q3 		$1.83M Sell
142,017
-2,532
-2% -$33.5K 0.96% 24
2014
Q2 		$1.94M Buy
+144,549
New +$1.86M 0.95% 30

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 SCHM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q3 2022, buying an estimated $353K and bringing the position to 125,319 shares worth $2.53M. The position accounts for 0.11% of the portfolio, ranked #194.

Mariner Independent Advisor Network first reported a position in SCHM in Q2 2014 and has held it in 29 quarters since. The position peaked at $2.72M in Q2 2019. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Mariner Independent Advisor Network held 125,319 shares of Schwab US Mid-Cap ETF worth $2.53M as of Q3 2022.
  • Mariner Independent Advisor Network bought 15,822 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $353K.
  • Schwab US Mid-Cap ETF made up 0.11% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #194 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 29 quarters since.
  • Mariner Independent Advisor Network's Schwab US Mid-Cap ETF position peaked at $2.72M in Q2 2019.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

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