Mariner Wealth Advisors (Madison)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	$3.91M	Buy	338,550 +23,505	+7%	+$265K	1.57%	19
2013 Q2	$3.36M	Buy	+315,045	New	+$3.36M	1.49%	19

Other funds holding SCHM

Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return