Mariner Wealth Advisors (Cincinnati)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.16M | Sell |
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2018
Q2 | $2.13M | Sell |
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2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.23M | Sell |
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|
2017
Q3 | $2.12M | Sell |
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|
2017
Q2 | $2.09M | Buy |
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|
2017
Q1 | $2.05M | Sell |
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|
2016
Q4 | $1.97M | Sell |
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|
2016
Q3 | $2.09M | Sell |
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|
2016
Q2 | $2.33M | Sell |
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|
2016
Q1 | $2.46M | Sell |
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|
2015
Q4 | $2.58M | Buy |
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