Mariner Wealth Advisors (Cincinnati)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.24M | Sell |
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2018
Q2 | $1.21M | Buy |
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2018
Q1 | $1.03M | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $976K | Buy |
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|
2017
Q2 | $927K | Sell |
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|
2017
Q1 | $988K | Buy |
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|
2016
Q4 | $738K | Buy |
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|
2016
Q3 | $682K | Buy |
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2016
Q2 | $619K | Buy |
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|
2016
Q1 | $485K | Sell |
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|
2015
Q4 | $490K | Buy |
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