Mariner Wealth Advisors (Cincinnati)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $20.2M | Buy |
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2018
Q2 | $20.2M | Buy |
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2018
Q1 | $20.4M | Buy |
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|
2017
Q4 | $19.7M | Buy |
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|
2017
Q3 | $16.4M | Buy |
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|
2017
Q2 | $15.5M | Buy |
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|
2017
Q1 | $14.5M | Sell |
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|
2016
Q4 | $17M | Buy |
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|
2016
Q3 | $13.5M | Buy |
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|
2016
Q2 | $1.42M | Sell |
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|
2016
Q1 | $1.57M | Sell |
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|
2015
Q4 | $2.5M | Buy |
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|
2015
Q1 | $246K | Buy |
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|
2014
Q4 | $205K | Buy |
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