Mariner Wealth Advisors (Cincinnati)’s Schwab US Broad Market ETF SCHB Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1.24M	Sell	105,840 -4,182	-4%	-$48.2K	0.07%	128
2018 Q2	$1.21M	Buy	110,022 +13,008	+13%	+$142K	0.07%	122
2018 Q1	$1.03M	Sell	97,014 -1,038	-1%	-$11.4K	0.06%	130
2017 Q4	$1.05M	Buy	98,052 +1,926	+2%	+$20.2K	0.06%	125
2017 Q3	$976K	Buy	96,126 +972	+1%	+$9.65K	0.06%	128
2017 Q2	$927K	Sell	95,154 -8,784	-8%	-$84.8K	0.06%	129
2017 Q1	$988K	Buy	103,938 +22,224	+27%	+$208K	0.07%	120
2016 Q4	$738K	Buy	81,714 +3,504	+4%	+$30.9K	0.06%	134
2016 Q3	$682K	Buy	78,210 +4,410	+6%	+$38.3K	0.06%	136
2016 Q2	$619K	Buy	73,800 +14,772	+25%	+$123K	0.06%	142
2016 Q1	$485K	Sell	59,028 -918	-2%	-$7.13K	0.05%	157
2015 Q4	$490K	Buy	+59,946	New	+$494K	0.05%	150

Other funds holding SCHB

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s SCHB Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its Schwab US Broad Market ETF (SCHB) stake by 3.8% in Q3 2018, selling an estimated $48.2K and leaving 105,840 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #128.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHB in Q4 2015 and has held it in 12 quarters since. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 105,840 shares of Schwab US Broad Market ETF worth $1.24M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 4,182 Schwab US Broad Market ETF shares in Q3 2018, an estimated $48.2K.
Schwab US Broad Market ETF made up 0.07% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #128 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab US Broad Market ETF in Q4 2015 and has held it in 12 quarters since.
475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.