Mariner Wealth Advisors (Cincinnati)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$2.16M	Sell	111,978 -4,380	-4%	-$83.4K	0.12%	110
2018 Q2	$2.13M	Sell	116,358 -6,765	-5%	-$122K	0.13%	100
2018 Q1	$2.17M	Sell	123,123 -2,367	-2%	-$42.5K	0.13%	93
2017 Q4	$2.23M	Sell	125,490 -1,572	-1%	-$27.1K	0.13%	88
2017 Q3	$2.12M	Sell	127,062 -3,183	-2%	-$51.7K	0.14%	91
2017 Q2	$2.09M	Buy	130,245 +360	+0.3%	+$5.72K	0.15%	92
2017 Q1	$2.05M	Sell	129,885 -1,080	-0.8%	-$16.8K	0.15%	93
2016 Q4	$1.97M	Sell	130,965 -13,326	-9%	-$195K	0.15%	93
2016 Q3	$2.09M	Sell	144,291 -22,365	-13%	-$323K	0.18%	92
2016 Q2	$2.33M	Sell	166,656 -15,411	-8%	-$212K	0.21%	88
2016 Q1	$2.46M	Sell	182,067 -10,971	-6%	-$138K	0.24%	79
2015 Q4	$2.58M	Buy	+193,038	New	+$2.62M	0.25%	76

Other funds holding SCHM

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q3 2018, selling an estimated $83.4K and leaving 111,978 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #110.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHM in Q4 2015 and has held it in 12 quarters since. The position peaked at $2.58M in Q4 2015. 437 funds tracked by Wall St. Rank hold SCHM as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 111,978 shares of Schwab US Mid-Cap ETF worth $2.16M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 4,380 Schwab US Mid-Cap ETF shares in Q3 2018, an estimated $83.4K.
Schwab US Mid-Cap ETF made up 0.12% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #110 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 12 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Schwab US Mid-Cap ETF position peaked at $2.58M in Q4 2015.
437 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2018.

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