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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$307K Buy
2017
Q4
Sell
2017
Q3
$209K Sell
2017
Q2
$206K Buy