MIAN
SCHV

Mariner Independent Advisor Network’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$885K Sell
45,360
-609
-1% -$13.1K 0.04% 394
2022
Q2 		$960K Buy
45,969
+948
+2% +$21.3K 0.04% 380
2022
Q1 		$1.07M Buy
+45,021
New +$1.07M 0.04% 354
2021
Q4 		– Sell
-44,880
Closed -$1.01M – 498
2021
Q3 		$1.01M Buy
44,880
+54
+0.1% +$1.25K 0.05% 326
2021
Q2 		$1.02M Buy
44,826
+51
+0.1% +$1.16K 0.05% 337
2021
Q1 		$974K Sell
44,775
-537
-1% -$11.2K 0.05% 304
2020
Q4 		$899K Buy
45,312
+8,598
+23% +$161K 0.05% 298
2020
Q3 		$639K Sell
36,714
-6,573
-15% -$115K 0.05% 249
2020
Q2 		$723K Sell
43,287
-289,359
-87% -$4.72M 0.07% 239
2020
Q1 		$4.86M Buy
332,646
+9,879
+3% +$181K 0.44% 62
2019
Q4 		$6.49M Sell
322,767
-74,964
-19% -$1.45M 0.47% 53
2019
Q3 		$7.47M Sell
397,731
-74,640
-16% -$1.4M 0.57% 37
2019
Q2 		$8.85M Buy
472,371
+141,531
+43% +$2.62M 0.67% 31
2019
Q1 		$6.04M Buy
330,840
+125,802
+61% +$2.23M 0.51% 45
2018
Q4 		$3.37M Sell
205,038
-96,135
-32% -$1.7M 0.3% 82
2018
Q3 		$5.63M Buy
301,173
+7,977
+3% +$148K 0.7% 37
2018
Q2 		$5.19M Buy
293,196
+10,383
+4% +$185K 0.92% 27
2018
Q1 		$4.98M Buy
282,813
+16,002
+6% +$293K 0.31% 71
2017
Q4 		$4.86M Buy
266,811
+7,860
+3% +$140K 0.51% 43
2017
Q3 		$4.47M Sell
258,951
-2,640
-1% -$44.7K 0.73% 31
2017
Q2 		$4.38M Buy
+261,591
New +$4.35M 0.63% 50
2017
Q1 		– Sell
-442,392
Closed -$7.09M – 340
2016
Q4 		$7.09M Buy
442,392
+278,703
+170% +$4.32M 1.15% 26
2016
Q3 		$2.49M Sell
163,689
-37,863
-19% -$577K 0.35% 72
2016
Q2 		$3.01M Buy
201,552
+41,694
+26% +$610K 0.57% 56
2016
Q1 		$2.3M Sell
159,858
-300
-0.2% -$4.11K 0.73% 44
2015
Q4 		$2.27M Buy
160,158
+3,270
+2% +$46.4K 1.52% 17
2015
Q3 		$2.08M Buy
156,888
+4,854
+3% +$68K 0.8% 35
2015
Q2 		$2.18M Buy
152,034
+16,863
+12% +$248K 1.07% 30
2015
Q1 		$1.95M Sell
135,171
-16,674
-11% -$243K 1.09% 30
2014
Q4 		$2.23M Buy
151,845
+13,431
+10% +$194K 1.03% 23
2014
Q3 		$1.97M Buy
138,414
+14,589
+12% +$209K 1.03% 23
2014
Q2 		$1.77M Buy
+123,825
New +$1.73M 0.87% 33

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q3 2022, selling an estimated $13.1K and leaving 45,360 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #394.

Mariner Independent Advisor Network first reported a position in SCHV in Q2 2014 and has held it in 32 quarters since. The position peaked at $8.85M in Q2 2019. 639 funds tracked by Wall St. Rank hold SCHV as of Q3 2022.

  • Mariner Independent Advisor Network held 45,360 shares of Schwab US Large-Cap Value ETF worth $885K as of Q3 2022.
  • Mariner Independent Advisor Network sold 609 Schwab US Large-Cap Value ETF shares in Q3 2022, an estimated $13.1K.
  • Schwab US Large-Cap Value ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #394 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab US Large-Cap Value ETF in Q2 2014 and has held it in 32 quarters since.
  • Mariner Independent Advisor Network's Schwab US Large-Cap Value ETF position peaked at $8.85M in Q2 2019.
  • 639 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2022.

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