MWAC
Mariner Wealth Advisors (Cincinnati)’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.24M | Sell |
17,640
-697
| -4% | -$49.1K | 0.07% | 128 |
|
|
2018
Q2 | $1.21M | Buy |
18,337
+2,168
| +13% | +$143K | 0.07% | 122 |
|
|
2018
Q1 | $1.03M | Sell |
16,169
-173
| -1% | -$11K | 0.06% | 130 |
|
|
2017
Q4 | $1.05M | Buy |
16,342
+321
| +2% | +$20.7K | 0.06% | 125 |
|
|
2017
Q3 | $976K | Buy |
16,021
+162
| +1% | +$9.87K | 0.06% | 128 |
|
|
2017
Q2 | $927K | Sell |
15,859
-1,464
| -8% | -$85.6K | 0.06% | 129 |
|
|
2017
Q1 | $988K | Buy |
17,323
+3,704
| +27% | +$211K | 0.07% | 120 |
|
|
2016
Q4 | $738K | Buy |
13,619
+584
| +4% | +$31.6K | 0.06% | 134 |
|
|
2016
Q3 | $682K | Buy |
13,035
+735
| +6% | +$38.5K | 0.06% | 136 |
|
|
2016
Q2 | $619K | Buy |
12,300
+2,462
| +25% | +$124K | 0.06% | 142 |
|
|
2016
Q1 | $485K | Sell |
9,838
-153
| -2% | -$7.54K | 0.05% | 157 |
|
|
2015
Q4 | $490K | Buy |
+9,991
| New | +$490K | 0.05% | 150 |
|