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
2022 Q2	$2.35M	Buy
2022 Q1	$2.42M	Buy
2021 Q4	$2.13M	Sell
2021 Q3	$2.33M	Buy
2021 Q2	$2.18M	Buy
2021 Q1	$2M	Buy
2020 Q4	$1.82M	Buy
2020 Q3	$1.42M	Buy
2020 Q2	$1.27M	Sell
2020 Q1	$1.33M	Sell
2019 Q4	$2.29M	Sell
2019 Q3	$2.63M	Sell
2019 Q2	$2.72M	Buy
2019 Q1	$2.23M	Sell
2018 Q4	$2.28M	Buy
2018 Q3	$2.5M	Buy
2018 Q2	$619K	Sell
2018 Q1	$731K	Buy
2016 Q4	–	Sell
2016 Q3	$790K	Buy
2016 Q2	$661K	Sell
2016 Q1	$377K	Sell
2015 Q4	$900K	Buy
2015 Q3	$747K	Sell
2015 Q2	$2.39M	Buy
2015 Q1	$2.25M	Sell
2014 Q4	$2.2M	Buy
2014 Q3	$1.83M	Sell
2014 Q2	$1.94M	Buy