Mariner Independent Advisor Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$880K	Buy	+35,826	New	+$916K	0.04%	395

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Mariner Independent Advisor Network opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2022: 35,826 shares worth $880K. The stake represents 0.04% of the portfolio and ranks #395 among its holdings.

330 funds tracked by Wall St. Rank hold SCHR as of Q3 2022.

Mariner Independent Advisor Network held 35,826 shares of Schwab Intermediately-Term US Treasury ETF worth $880K as of Q3 2022.
Schwab Intermediately-Term US Treasury ETF was a new Mariner Independent Advisor Network position in Q3 2022.
Schwab Intermediately-Term US Treasury ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #395 holding.
330 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2022.

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