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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

PA
Planning Alternatives Birmingham, Michigan $933M AUM 28.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $565M AUM 22.27% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $279M AUM 19.02% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s SCHM Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.5% in Q3 2013, buying an estimated $265K and bringing the position to 338,550 shares worth $3.91M. The position accounts for 1.57% of the portfolio, ranked #19.

Mariner Wealth Advisors (Madison) first reported a position in SCHM in Q2 2013 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold SCHM as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 338,550 shares of Schwab US Mid-Cap ETF worth $3.91M as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 23,505 Schwab US Mid-Cap ETF shares in Q3 2013, an estimated $265K.
  • Schwab US Mid-Cap ETF made up 1.57% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #19 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.