Mariner Wealth Advisors (Cincinnati)’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$29.9M	Buy	1,786,210 +44,762	+3%	+$745K	1.65%	10
2018 Q2	$28.8M	Buy	1,741,448 +55,842	+3%	+$949K	1.7%	11
2018 Q1	$28.4M	Buy	1,685,606 +84,230	+5%	+$1.45M	1.75%	11
2017 Q4	$27.3M	Buy	1,601,376 +91,406	+6%	+$1.55M	1.65%	13
2017 Q3	$25.3M	Buy	1,509,970 +139,896	+10%	+$2.28M	1.64%	12
2017 Q2	$21.8M	Buy	1,370,074 +131,504	+11%	+$2.04M	1.51%	19
2017 Q1	$18.5M	Buy	1,238,570 +214,512	+21%	+$3.11M	1.33%	24
2016 Q4	$14.2M	Buy	1,024,058 +213,292	+26%	+$2.99M	1.1%	39
2016 Q3	$11.7M	Buy	810,766 +132,238	+19%	+$1.87M	0.99%	42
2016 Q2	$9.2M	Buy	678,528 +65,810	+11%	+$901K	0.82%	49
2016 Q1	$8.3M	Buy	612,718 +87,998	+17%	+$1.14M	0.81%	44
2015 Q4	$7.23M	Buy	+524,720	New	+$7.52M	0.71%	48

Other funds holding SCHF

CSIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Schwab International Equity ETF (SCHF) stake by 2.6% in Q3 2018, buying an estimated $745K and bringing the position to 1,786,210 shares worth $29.9M. The position accounts for 1.65% of the portfolio, ranked #10.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHF in Q4 2015 and has held it in 12 quarters since. 532 funds tracked by Wall St. Rank hold SCHF as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 1,786,210 shares of Schwab International Equity ETF worth $29.9M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 44,762 Schwab International Equity ETF shares in Q3 2018, an estimated $745K.
Schwab International Equity ETF made up 1.65% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #10 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab International Equity ETF in Q4 2015 and has held it in 12 quarters since.
532 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2018.

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