Mariner Independent Advisor Network’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.01M	Buy	83,118 +1,476	+2%	+$36.1K	0.09%	233
2022 Q2	$2.01M	Sell	81,642 -3,992	-5%	-$98.4K	0.08%	247
2022 Q1	$2.12M	Sell	85,634 -520	-0.6%	-$13.1K	0.08%	246
2021 Q4	$2.19M	Sell	86,154 -20,068	-19%	-$512K	0.1%	209
2021 Q3	$2.72M	Sell	106,222 -13,030	-11%	-$334K	0.13%	172
2021 Q2	$3.05M	Sell	119,252 -58,886	-33%	-$1.51M	0.14%	173
2021 Q1	$4.57M	Buy	178,138 +2,664	+2%	+$68.4K	0.24%	107
2020 Q4	$4.51M	Buy	+175,474	New	+$4.51M	0.24%	101
2020 Q2	–	Sell	-42,422	Closed	-$1.1M	–	370
2020 Q1	$1.1M	Buy	42,422 +11,364	+37%	+$289K	0.1%	200
2019 Q4	$784K	Buy	+31,058	New	+$785K	0.06%	268
2015 Q1	–	Sell	-20,114	Closed	-$509K	–	150
2014 Q4	$509K	Sell	20,114 -1,166	-5%	-$29.5K	0.24%	78
2014 Q3	$538K	Sell	21,280 -400	-2%	-$10.1K	0.28%	55
2014 Q2	$549K	Buy	+21,680	New	+$548K	0.27%	64

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Mariner Independent Advisor Network's SCHO Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 1.8% in Q3 2022, buying an estimated $36.1K and bringing the position to 83,118 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #233.

Mariner Independent Advisor Network first reported a position in SCHO in Q2 2014 and has held it in 13 quarters since. The position peaked at $4.57M in Q1 2021. 527 funds tracked by Wall St. Rank hold SCHO as of Q3 2022.

Mariner Independent Advisor Network held 83,118 shares of Schwab Short-Term US Treasury ETF worth $2.01M as of Q3 2022.
Mariner Independent Advisor Network bought 1,476 Schwab Short-Term US Treasury ETF shares in Q3 2022, an estimated $36.1K.
Schwab Short-Term US Treasury ETF made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #233 holding.
Mariner Independent Advisor Network first reported a position in Schwab Short-Term US Treasury ETF in Q2 2014 and has held it in 13 quarters since.
Mariner Independent Advisor Network's Schwab Short-Term US Treasury ETF position peaked at $4.57M in Q1 2021.
527 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2022.

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