Mariner Wealth Advisors (Cincinnati)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $17.4M | Buy |
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2018
Q2 | $16.6M | Buy |
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2018
Q1 | $15.3M | Sell |
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|
2017
Q4 | $17.1M | Buy |
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|
2017
Q3 | $15.9M | Buy |
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|
2017
Q2 | $14M | Buy |
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|
2017
Q1 | $12.8M | Buy |
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|
2016
Q4 | $11M | Buy |
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|
2016
Q3 | $9.61M | Buy |
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|
2016
Q2 | $8.07M | Buy |
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|
2016
Q1 | $7.07M | Buy |
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|
2015
Q4 | $6.44M | Buy |
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