Mariner Wealth Advisors (Cincinnati)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $523K | Sell |
|
|||||
|
2018
Q2 | $920K | Sell |
|
|||||
|
2018
Q1 | $976K | Buy |
|
|||||
|
2017
Q4 | $1.01M | Sell |
|
|||||
|
2017
Q3 | $946K | Sell |
|
|||||
|
2017
Q2 | $936K | Buy |
|
|||||
|
2017
Q1 | $569K | Buy |
|
|||||
|
2016
Q4 | $219K | Sell |
|
|||||
|
2016
Q3 | $426K | Buy |
|
|||||
|
2016
Q2 | $406K | Buy |
|
|||||
|
2016
Q1 | $244K | Buy |
|
|||||
|
2015
Q4 | $204K | Buy |
|