MWAC
Mariner Wealth Advisors (Cincinnati)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $465K | Buy |
9,257
+279
| +3% | +$14K | 0.03% | 203 |
|
|
2018
Q2 | $455K | Buy |
8,978
+113
| +1% | +$5.73K | 0.03% | 204 |
|
|
2018
Q1 | $452K | Sell |
8,865
-2,715
| -23% | -$138K | 0.03% | 200 |
|
|
2017
Q4 | $603K | Buy |
11,580
+1,666
| +17% | +$86.8K | 0.04% | 157 |
|
|
2017
Q3 | $519K | Sell |
9,914
-1,398
| -12% | -$73.2K | 0.03% | 167 |
|
|
2017
Q2 | $591K | Sell |
11,312
-285
| -2% | -$14.9K | 0.04% | 153 |
|
|
2017
Q1 | $601K | Buy |
11,597
+1,711
| +17% | +$88.7K | 0.04% | 151 |
|
|
2016
Q4 | $509K | Buy |
9,886
+306
| +3% | +$15.8K | 0.04% | 158 |
|
|
2016
Q3 | $514K | Buy |
9,580
+1,616
| +20% | +$86.7K | 0.04% | 160 |
|
|
2016
Q2 | $428K | Buy |
7,964
+2,640
| +50% | +$142K | 0.04% | 171 |
|
|
2016
Q1 | $281K | Sell |
5,324
-1,356
| -20% | -$71.6K | 0.03% | 196 |
|
|
2015
Q4 | $344K | Buy |
+6,680
| New | +$344K | 0.03% | 177 |
|