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Mariner Wealth Advisors (Cincinnati)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$465K Buy
18,514
+558
+3% +$14.1K 0.03% 203
2018
Q2 		$455K Buy
17,956
+226
+1% +$5.71K 0.03% 204
2018
Q1 		$452K Sell
17,730
-5,430
-23% -$139K 0.03% 200
2017
Q4 		$603K Buy
23,160
+3,332
+17% +$86.9K 0.04% 157
2017
Q3 		$519K Sell
19,828
-2,796
-12% -$73.3K 0.03% 167
2017
Q2 		$591K Sell
22,624
-570
-2% -$14.9K 0.04% 153
2017
Q1 		$601K Buy
23,194
+3,422
+17% +$88.3K 0.04% 151
2016
Q4 		$509K Buy
19,772
+612
+3% +$16K 0.04% 158
2016
Q3 		$514K Buy
19,160
+3,232
+20% +$86.7K 0.04% 160
2016
Q2 		$428K Buy
15,928
+5,280
+50% +$140K 0.04% 171
2016
Q1 		$281K Sell
10,648
-2,712
-20% -$70.8K 0.03% 196
2015
Q4 		$344K Buy
+13,360
New +$346K 0.03% 177

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SFPM
Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

Mariner Wealth Advisors (Cincinnati) increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 3.1% in Q3 2018, buying an estimated $14.1K and bringing the position to 18,514 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #203.

Mariner Wealth Advisors (Cincinnati) first reported a position in SCHZ in Q4 2015 and has held it in 12 quarters since. The position peaked at $603K in Q4 2017. 331 funds tracked by Wall St. Rank hold SCHZ as of Q3 2018.

  • Mariner Wealth Advisors (Cincinnati) held 18,514 shares of Schwab US Aggregate Bond ETF worth $465K as of Q3 2018.
  • Mariner Wealth Advisors (Cincinnati) bought 558 Schwab US Aggregate Bond ETF shares in Q3 2018, an estimated $14.1K.
  • Schwab US Aggregate Bond ETF made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #203 holding.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 12 quarters since.
  • Mariner Wealth Advisors (Cincinnati)'s Schwab US Aggregate Bond ETF position peaked at $603K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2018.

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