Mariner Wealth Advisors (Cincinnati)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$1.49M	Sell	57,753 -131,267	-69%	-$3.4M	0.08%	122
2018 Q2	$4.89M	Buy	189,020 +9,255	+5%	+$254K	0.29%	74
2018 Q1	$5.16M	Buy	179,765 +17,141	+11%	+$502K	0.32%	74
2017 Q4	$4.54M	Buy	162,624 +29,269	+22%	+$807K	0.28%	73
2017 Q3	$3.59M	Buy	133,355 +47,796	+56%	+$1.27M	0.23%	77
2017 Q2	$2.13M	Buy	85,559 +32,180	+60%	+$791K	0.15%	91
2017 Q1	$1.28M	Buy	53,379 +27,012	+102%	+$629K	0.09%	112
2016 Q4	$568K	Buy	26,367 +2,077	+9%	+$46.5K	0.04%	150
2016 Q3	$560K	Sell	24,290 -2,696	-10%	-$60.9K	0.05%	153
2016 Q2	$575K	Buy	26,986 +583	+2%	+$12K	0.05%	151
2016 Q1	$548K	Sell	26,403 -2,187	-8%	-$41.1K	0.05%	144
2015 Q4	$558K	Buy	+28,590	New	+$599K	0.05%	139

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

EHPM

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 69% in Q3 2018, selling an estimated $3.4M and leaving 57,753 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #122.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHE in Q4 2015 and has held it in 12 quarters since. The position peaked at $5.16M in Q1 2018. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 57,753 shares of Schwab Emerging Markets Equity ETF worth $1.49M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 131,267 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $3.4M.
Schwab Emerging Markets Equity ETF made up 0.08% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #122 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Schwab Emerging Markets Equity ETF position peaked at $5.16M in Q1 2018.
432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

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