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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$307K Buy
+29,968
New +$307K 0.02% 242
2017
Q4
Sell
-25,320
Closed -$209K 286
2017
Q3
$209K Sell
25,320
-808
-3% -$6.67K 0.01% 260
2017
Q2
$206K Buy
+26,128
New +$206K 0.01% 247