Mariner Independent Advisor Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $885K | Sell |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $974K | Sell |
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|
2020
Q4 | $899K | Buy |
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|
2020
Q3 | $639K | Sell |
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|
2020
Q2 | $723K | Sell |
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|
2020
Q1 | $4.86M | Buy |
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|
2019
Q4 | $6.49M | Sell |
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|
2019
Q3 | $7.47M | Sell |
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|
2019
Q2 | $8.85M | Buy |
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|
2019
Q1 | $6.04M | Buy |
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|
2018
Q4 | $3.37M | Sell |
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|
2018
Q3 | $5.63M | Buy |
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|
2018
Q2 | $5.19M | Buy |
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|
2018
Q1 | $4.98M | Buy |
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|
2017
Q4 | $4.86M | Buy |
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|
2017
Q3 | $4.47M | Sell |
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|
2017
Q2 | $4.38M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7.09M | Buy |
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|
2016
Q3 | $2.49M | Sell |
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|
2016
Q2 | $3.01M | Buy |
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|
2016
Q1 | $2.3M | Sell |
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|
2015
Q4 | $2.27M | Buy |
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|
2015
Q3 | $2.08M | Buy |
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|
2015
Q2 | $2.18M | Buy |
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|
2015
Q1 | $1.95M | Sell |
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|
2014
Q4 | $2.23M | Buy |
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|
2014
Q3 | $1.97M | Buy |
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|
2014
Q2 | $1.77M | Buy |
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