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Mariner Wealth Advisors (Cincinnati)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$307K Buy
+29,968
New +$299K 0.02% 242
2017
Q4 		– Sell
-25,320
Closed -$209K – 286
2017
Q3 		$209K Sell
25,320
-808
-3% -$6.55K 0.01% 260
2017
Q2 		$206K Buy
+26,128
New +$204K 0.01% 247

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2018: 29,968 shares worth $307K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Mariner Wealth Advisors (Cincinnati) previously reported a position in SCHG as recently as Q3 2017.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHG in Q2 2017 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold SCHG as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 29,968 shares of Schwab US Large-Cap Growth ETF worth $307K as of Q3 2018.
  • Schwab US Large-Cap Growth ETF was a new Mariner Wealth Advisors (Cincinnati) position in Q3 2018.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #242 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2018.

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