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Mariner Independent Advisor Network’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mariner Independent Advisor Network’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,850
Closed -$307K – 308
2017
Q1 		$307K Buy
+11,850
New +$306K 0.04% 203

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Mariner Independent Advisor Network's SCHZ Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2017, closing a stake of 11,850 shares — an estimated $307K sold.

Mariner Independent Advisor Network first reported a position in SCHZ in Q1 2017 and held it in 1 quarter. The position peaked at $307K in Q1 2017. 246 funds tracked by Wall St. Rank hold SCHZ as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 11,850 Schwab US Aggregate Bond ETF shares in Q2 2017, an estimated $307K.
  • Mariner Independent Advisor Network first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's Schwab US Aggregate Bond ETF position peaked at $307K in Q1 2017.
  • 246 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.