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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	$612K	Sell	43,371 -21,396	-33%	-$302K	0.03%	441
2022 Q2	$966K	Sell	64,767 -4,509	-7%	-$67.3K	0.04%	378
2022 Q1	$1.24M	Buy	69,276 +648	+0.9%	+$11.6K	0.05%	329
2021 Q4	$1.3M	Buy	+68,628	New	+$1.3M	0.06%	294