MWAN
SCHW

Mariner Wealth Advisors (NYC)’s Charles Schwab SCHW Stock Holding History

Mariner Wealth Advisors (NYC)’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$7K Buy
+227
New +$6.58K ﹤0.01% 445

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s SCHW Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Charles Schwab (SCHW) in Q1 2015: 227 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

654 funds tracked by Wall St. Rank hold SCHW as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 227 shares of Charles Schwab worth $7K as of Q1 2015.
  • Charles Schwab was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Charles Schwab made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #445 holding.
  • 654 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.