MIAN
Mariner Independent Advisor Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.01M | Buy |
41,559
+738
| +2% | +$35.6K | 0.09% | 233 |
|
|
2022
Q2 | $2.01M | Sell |
40,821
-1,996
| -5% | -$98.2K | 0.08% | 247 |
|
|
2022
Q1 | $2.12M | Sell |
42,817
-260
| -0.6% | -$12.9K | 0.08% | 246 |
|
|
2021
Q4 | $2.19M | Sell |
43,077
-10,034
| -19% | -$510K | 0.1% | 209 |
|
|
2021
Q3 | $2.72M | Sell |
53,111
-6,515
| -11% | -$334K | 0.13% | 172 |
|
|
2021
Q2 | $3.05M | Sell |
59,626
-29,443
| -33% | -$1.51M | 0.14% | 173 |
|
|
2021
Q1 | $4.57M | Buy |
89,069
+1,332
| +2% | +$68.3K | 0.24% | 107 |
|
|
2020
Q4 | $4.51M | Buy |
+87,737
| New | +$4.51M | 0.24% | 101 |
|
|
2020
Q2 | – | Sell |
-21,211
| Closed | -$1.1M | – | 370 |
|
|
2020
Q1 | $1.1M | Buy |
21,211
+5,682
| +37% | +$294K | 0.1% | 200 |
|
|
2019
Q4 | $784K | Buy |
+15,529
| New | +$784K | 0.06% | 268 |
|
|
2015
Q1 | – | Sell |
-10,057
| Closed | -$509K | – | 150 |
|
|
2014
Q4 | $509K | Sell |
10,057
-583
| -5% | -$29.5K | 0.24% | 78 |
|
|
2014
Q3 | $538K | Sell |
10,640
-200
| -2% | -$10.1K | 0.28% | 55 |
|
|
2014
Q2 | $549K | Buy |
+10,840
| New | +$549K | 0.27% | 64 |
|