Mariner Wealth Advisors (Cincinnati)’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $465K | Buy |
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2018
Q2 | $455K | Buy |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $603K | Buy |
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|
2017
Q3 | $519K | Sell |
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|
2017
Q2 | $591K | Sell |
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|
2017
Q1 | $601K | Buy |
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|
2016
Q4 | $509K | Buy |
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|
2016
Q3 | $514K | Buy |
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|
2016
Q2 | $428K | Buy |
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|
2016
Q1 | $281K | Sell |
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|
2015
Q4 | $344K | Buy |
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