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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$71.6M	Buy	6,172,212 +301,620	+5%	+$3.43M	3.95%	2
2018 Q2	$63.6M	Buy	5,870,592 +54,792	+0.9%	+$591K	3.77%	2
2018 Q1	$61.1M	Buy	5,815,800 +357,912	+7%	+$3.89M	3.76%	3
2017 Q4	$58M	Buy	5,457,888 +214,350	+4%	+$2.22M	3.51%	4
2017 Q3	$52.5M	Buy	5,243,538 +455,694	+10%	+$4.47M	3.4%	4
2017 Q2	$46.1M	Buy	4,787,844 +218,760	+5%	+$2.09M	3.21%	4
2017 Q1	$42.9M	Buy	4,569,084 +797,106	+21%	+$7.37M	3.08%	4
2016 Q4	$33.5M	Buy	3,771,978 +5,784	+0.2%	+$50.2K	2.61%	5
2016 Q3	$32.4M	Buy	3,766,194 +288,042	+8%	+$2.47M	2.76%	4
2016 Q2	$28.9M	Buy	3,478,152 +324,744	+10%	+$2.67M	2.58%	4
2016 Q1	$25.7M	Buy	3,153,408 +502,806	+19%	+$3.88M	2.52%	4
2015 Q4	$21.5M	Buy	+2,650,602	New	+$21.6M	2.1%	9

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

HSA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Schwab US Large- Cap ETF (SCHX) stake by 5.1% in Q3 2018, buying an estimated $3.43M and bringing the position to 6,172,212 shares worth $71.6M. The position accounts for 3.95% of the portfolio, ranked #2.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHX in Q4 2015 and has held it in 12 quarters since. 510 funds tracked by Wall St. Rank hold SCHX as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 6,172,212 shares of Schwab US Large- Cap ETF worth $71.6M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 301,620 Schwab US Large- Cap ETF shares in Q3 2018, an estimated $3.43M.
Schwab US Large- Cap ETF made up 3.95% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #2 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab US Large- Cap ETF in Q4 2015 and has held it in 12 quarters since.
510 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2018.

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