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

Mariner Independent Advisor Network’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$612K Sell
43,371
-21,396
-33% -$336K 0.03% 441
2022
Q2 		$966K Sell
64,767
-4,509
-7% -$73.1K 0.04% 378
2022
Q1 		$1.24M Buy
69,276
+648
+0.9% +$11.5K 0.05% 329
2021
Q4 		$1.3M Buy
+68,628
New +$1.27M 0.06% 294

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

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

Mariner Independent Advisor Network reduced its Schwab US Large- Cap ETF (SCHX) stake by 33% in Q3 2022, selling an estimated $336K and leaving 43,371 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #441.

Mariner Independent Advisor Network first reported a position in SCHX in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

  • Mariner Independent Advisor Network held 43,371 shares of Schwab US Large- Cap ETF worth $612K as of Q3 2022.
  • Mariner Independent Advisor Network sold 21,396 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $336K.
  • Schwab US Large- Cap ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #441 holding.
  • Mariner Independent Advisor Network first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Mariner Independent Advisor Network's Schwab US Large- Cap ETF position peaked at $1.3M in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

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