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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$3.91M Buy
112,850
+7,835
+7% +$271K 1.57% 19
2013
Q2 		$3.36M Buy
+105,015
New +$3.36M 1.49% 19