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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$612K Sell
2022
Q2
$966K Sell
2022
Q1
$1.24M Buy
2021
Q4
$1.3M Buy