MIAN
Mariner Independent Advisor Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.53M | Buy |
41,773
+5,274
| +14% | +$319K | 0.11% | 194 |
|
|
2022
Q2 | $2.35M | Buy |
36,499
+4,724
| +15% | +$305K | 0.1% | 210 |
|
|
2022
Q1 | $2.42M | Buy |
31,775
+5,356
| +20% | +$408K | 0.09% | 219 |
|
|
2021
Q4 | $2.13M | Sell |
26,419
-4,043
| -13% | -$326K | 0.1% | 216 |
|
|
2021
Q3 | $2.34M | Buy |
30,462
+2,633
| +9% | +$202K | 0.11% | 204 |
|
|
2021
Q2 | $2.18M | Buy |
27,829
+925
| +3% | +$72.4K | 0.1% | 224 |
|
|
2021
Q1 | $2M | Buy |
26,904
+159
| +0.6% | +$11.8K | 0.1% | 202 |
|
|
2020
Q4 | $1.82M | Buy |
26,745
+1,243
| +5% | +$84.7K | 0.1% | 216 |
|
|
2020
Q3 | $1.42M | Buy |
25,502
+1,359
| +6% | +$75.4K | 0.12% | 181 |
|
|
2020
Q2 | $1.27M | Sell |
24,143
-9,091
| -27% | -$478K | 0.12% | 190 |
|
|
2020
Q1 | $1.34M | Sell |
33,234
-4,780
| -13% | -$192K | 0.12% | 174 |
|
|
2019
Q4 | $2.29M | Sell |
38,014
-9,089
| -19% | -$547K | 0.16% | 136 |
|
|
2019
Q3 | $2.63M | Sell |
47,103
-443
| -0.9% | -$24.7K | 0.2% | 114 |
|
|
2019
Q2 | $2.72M | Buy |
47,546
+7,518
| +19% | +$430K | 0.2% | 120 |
|
|
2019
Q1 | $2.23M | Sell |
40,028
-5,331
| -12% | -$297K | 0.19% | 129 |
|
|
2018
Q4 | $2.28M | Buy |
45,359
+2,087
| +5% | +$105K | 0.2% | 119 |
|
|
2018
Q3 | $2.5M | Buy |
43,272
+31,991
| +284% | +$1.85M | 0.31% | 75 |
|
|
2018
Q2 | $619K | Sell |
11,281
-2,555
| -18% | -$140K | 0.11% | 118 |
|
|
2018
Q1 | $731K | Buy |
+13,836
| New | +$731K | 0.05% | 254 |
|
|
2016
Q4 | – | Sell |
-18,147
| Closed | -$790K | – | 201 |
|
|
2016
Q3 | $790K | Buy |
18,147
+2,407
| +15% | +$105K | 0.11% | 121 |
|
|
2016
Q2 | $661K | Sell |
15,740
-2,435
| -13% | -$102K | 0.12% | 109 |
|
|
2016
Q1 | $377K | Sell |
18,175
-4,286
| -19% | -$88.9K | 0.12% | 98 |
|
|
2015
Q4 | $900K | Buy |
22,461
+3,268
| +17% | +$131K | 0.6% | 43 |
|
|
2015
Q3 | $747K | Sell |
19,193
-36,768
| -66% | -$1.43M | 0.29% | 83 |
|
|
2015
Q2 | $2.39M | Buy |
55,961
+3,902
| +7% | +$166K | 1.17% | 25 |
|
|
2015
Q1 | $2.25M | Sell |
52,059
-1,926
| -4% | -$83.1K | 1.25% | 22 |
|
|
2014
Q4 | $2.2M | Buy |
53,985
+6,646
| +14% | +$270K | 1.02% | 25 |
|
|
2014
Q3 | $1.83M | Sell |
47,339
-844
| -2% | -$32.7K | 0.96% | 24 |
|
|
2014
Q2 | $1.94M | Buy |
+48,183
| New | +$1.94M | 0.95% | 30 |
|