Mariner Wealth Advisors (Cincinnati)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.49M | Sell |
57,753
-131,267
| -69% | -$3.38M | 0.08% | 122 |
|
|
2018
Q2 | $4.89M | Buy |
189,020
+9,255
| +5% | +$240K | 0.29% | 74 |
|
|
2018
Q1 | $5.16M | Buy |
179,765
+17,141
| +11% | +$492K | 0.32% | 74 |
|
|
2017
Q4 | $4.54M | Buy |
162,624
+29,269
| +22% | +$818K | 0.28% | 73 |
|
|
2017
Q3 | $3.59M | Buy |
133,355
+47,796
| +56% | +$1.29M | 0.23% | 77 |
|
|
2017
Q2 | $2.13M | Buy |
85,559
+32,180
| +60% | +$800K | 0.15% | 91 |
|
|
2017
Q1 | $1.28M | Buy |
53,379
+27,012
| +102% | +$647K | 0.09% | 112 |
|
|
2016
Q4 | $568K | Buy |
26,367
+2,077
| +9% | +$44.7K | 0.04% | 150 |
|
|
2016
Q3 | $560K | Sell |
24,290
-2,696
| -10% | -$62.2K | 0.05% | 153 |
|
|
2016
Q2 | $575K | Buy |
26,986
+583
| +2% | +$12.4K | 0.05% | 151 |
|
|
2016
Q1 | $548K | Sell |
26,403
-2,187
| -8% | -$45.4K | 0.05% | 144 |
|
|
2015
Q4 | $558K | Buy |
+28,590
| New | +$558K | 0.05% | 139 |
|