Mariner
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Mariner’s Schwab US Broad Market ETF SCHB Stock Holding History

Mariner’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136M Sell
4,683,545
-312,965
-6% -$8.76M 0.14% 123
2026
Q1 		$125M Buy
4,996,510
+542,197
+12% +$14.2M 0.15% 130
2025
Q4 		$117M Buy
4,454,313
+164,384
+4% +$4.28M 0.14% 133
2025
Q3 		$110M Buy
4,289,929
+72,719
+2% +$1.8M 0.14% 132
2025
Q2 		$100M Sell
4,217,210
-69,120
-2% -$1.52M 0.15% 132
2025
Q1 		$92.3M Buy
4,286,330
+290,047
+7% +$6.6M 0.15% 123
2024
Q4 		$90.7M Buy
3,996,283
+300,172
+8% +$6.86M 0.15% 122
2024
Q3 		$82M Sell
3,696,111
-31,593
-0.8% -$675K 0.15% 135
2024
Q2 		$78.1M Buy
3,727,704
+59,949
+2% +$1.21M 0.15% 135
2024
Q1 		$74.6M Sell
3,667,755
-58,926
-2% -$1.14M 0.15% 134
2023
Q4 		$69.2M Buy
3,726,681
+16,383
+0.4% +$283K 0.16% 124
2023
Q3 		$61.7M Buy
3,710,298
+52,839
+1% +$914K 0.17% 123
2023
Q2 		$63M Sell
3,657,459
-129,954
-3% -$2.12M 0.17% 119
2023
Q1 		$60.4M Sell
3,787,413
-106,383
-3% -$1.66M 0.18% 119
2022
Q4 		$58.2M Sell
3,893,796
-244,125
-6% -$3.67M 0.19% 120
2022
Q3 		$57.9M Buy
4,137,921
+66,702
+2% +$1.04M 0.23% 101
2022
Q2 		$60M Buy
4,071,219
+26,793
+0.7% +$430K 0.25% 101
2022
Q1 		$72M Buy
4,044,426
+1,764,102
+77% +$31M 0.27% 87
2021
Q4 		$43M Sell
2,280,324
-204,540
-8% -$3.76M 0.18% 131
2021
Q3 		$43M Buy
2,484,864
+115,416
+5% +$2.05M 0.22% 116
2021
Q2 		$41.2M Sell
2,369,448
-22,152
-0.9% -$375K 0.26% 111
2021
Q1 		$38.5M Buy
2,391,600
+37,794
+2% +$596K 0.27% 107
2020
Q4 		$35.7M Sell
2,353,806
-17,778
-0.7% -$253K 0.27% 109
2020
Q3 		$31.5M Buy
2,371,584
+53,904
+2% +$709K 0.3% 98
2020
Q2 		$28.4M Buy
2,317,680
+53,280
+2% +$614K 0.28% 102
2020
Q1 		$22.8M Buy
2,264,400
+373,692
+20% +$4.52M 0.29% 101
2019
Q4 		$24.2M Buy
1,890,708
+127,596
+7% +$1.57M 0.25% 116
2019
Q3 		$20.9M Buy
1,763,112
+128,664
+8% +$1.52M 0.25% 112
2019
Q2 		$19.2M Sell
1,634,448
-366,960
-18% -$4.24M 0.23% 120
2019
Q1 		$22.7M Buy
2,001,408
+1,841,310
+1,150% +$20.1M 0.32% 86
2018
Q4 		$1.6M Buy
160,098
+120,462
+304% +$1.3M 0.03% 360
2018
Q3 		$465K Buy
39,636
+2,082
+6% +$24K 0.01% 576
2018
Q2 		$413K Buy
+37,554
New +$411K 0.01% 586
2018
Q1 		– Sell
-40,122
Closed -$431K – 691
2017
Q4 		$431K Buy
+40,122
New +$421K 0.02% 412
2017
Q3 		– Sell
-25,428
Closed -$248K – 520
2017
Q2 		$248K Buy
25,428
+114
+0.5% +$1.1K 0.01% 439
2017
Q1 		$241K Buy
+25,314
New +$237K 0.01% 510
2016
Q4 		– Sell
-37,608
Closed -$328K – 740
2016
Q3 		$328K Buy
+37,608
New +$326K 0.02% 455
2015
Q4 		– Sell
-55,098
Closed -$426K – 544
2015
Q3 		$426K Buy
+55,098
New +$453K 0.02% 356

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Mariner's SCHB Position: Q2 2026 in Review

Mariner reduced its Schwab US Broad Market ETF (SCHB) stake by 6.3% in Q2 2026, selling an estimated $8.76M and leaving 4,683,545 shares worth $136M. The position accounts for 0.14% of the portfolio, ranked #123.

Mariner first reported a position in SCHB in Q3 2015 and has held it in 38 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Mariner held 4,683,545 shares of Schwab US Broad Market ETF worth $136M as of Q2 2026.
  • Mariner sold 312,965 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.76M.
  • Schwab US Broad Market ETF made up 0.14% of Mariner's portfolio in Q2 2026, its #123 holding.
  • Mariner first reported a position in Schwab US Broad Market ETF in Q3 2015 and has held it in 38 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.