MWAC
Mariner Wealth Advisors (Cincinnati)’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $71.6M | Buy |
1,028,702
+50,270
| +5% | +$3.5M | 3.95% | 2 |
|
|
2018
Q2 | $63.6M | Buy |
978,432
+9,132
| +0.9% | +$593K | 3.77% | 2 |
|
|
2018
Q1 | $61.1M | Buy |
969,300
+59,652
| +7% | +$3.76M | 3.76% | 3 |
|
|
2017
Q4 | $58M | Buy |
909,648
+35,725
| +4% | +$2.28M | 3.51% | 4 |
|
|
2017
Q3 | $52.5M | Buy |
873,923
+75,949
| +10% | +$4.56M | 3.4% | 4 |
|
|
2017
Q2 | $46.1M | Buy |
797,974
+36,460
| +5% | +$2.11M | 3.21% | 4 |
|
|
2017
Q1 | $42.9M | Buy |
761,514
+132,851
| +21% | +$7.48M | 3.08% | 4 |
|
|
2016
Q4 | $33.5M | Buy |
628,663
+964
| +0.2% | +$51.3K | 2.61% | 5 |
|
|
2016
Q3 | $32.4M | Buy |
627,699
+48,007
| +8% | +$2.48M | 2.76% | 4 |
|
|
2016
Q2 | $28.9M | Buy |
579,692
+54,124
| +10% | +$2.69M | 2.58% | 4 |
|
|
2016
Q1 | $25.7M | Buy |
525,568
+83,801
| +19% | +$4.09M | 2.52% | 4 |
|
|
2015
Q4 | $21.5M | Buy |
+441,767
| New | +$21.5M | 2.1% | 9 |
|