Mariner Wealth Advisors (Cincinnati)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $71.6M | Buy |
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2018
Q2 | $63.6M | Buy |
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2018
Q1 | $61.1M | Buy |
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|
2017
Q4 | $58M | Buy |
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|
2017
Q3 | $52.5M | Buy |
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|
2017
Q2 | $46.1M | Buy |
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|
2017
Q1 | $42.9M | Buy |
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|
2016
Q4 | $33.5M | Buy |
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|
2016
Q3 | $32.4M | Buy |
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|
2016
Q2 | $28.9M | Buy |
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|
2016
Q1 | $25.7M | Buy |
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|
2015
Q4 | $21.5M | Buy |
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