Mariner
SCHV

Mariner’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mariner’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280M Buy
9,175,772
+72,744
+0.8% +$2.27M 0.33% 52
2025
Q4 		$270M Buy
9,103,028
+329,550
+4% +$9.63M 0.32% 53
2025
Q3 		$255M Buy
8,773,478
+86,064
+1% +$2.45M 0.33% 52
2025
Q2 		$240M Buy
8,687,414
+439,870
+5% +$11.6M 0.35% 49
2025
Q1 		$219M Buy
8,247,544
+296,791
+4% +$7.97M 0.36% 53
2024
Q4 		$207M Sell
7,950,753
-26,388
-0.3% -$712K 0.35% 52
2024
Q3 		$214M Buy
7,977,141
+635,889
+9% +$16.3M 0.38% 51
2024
Q2 		$181M Buy
7,341,252
+142,413
+2% +$3.52M 0.35% 55
2024
Q1 		$182M Sell
7,198,839
-256,653
-3% -$6.15M 0.38% 54
2023
Q4 		$174M Buy
7,455,492
+200,697
+3% +$4.39M 0.41% 50
2023
Q3 		$156M Buy
7,254,795
+220,197
+3% +$4.95M 0.42% 53
2023
Q2 		$157M Sell
7,034,598
-23,019
-0.3% -$503K 0.42% 48
2023
Q1 		$154M Sell
7,057,617
-218,466
-3% -$4.86M 0.45% 47
2022
Q4 		$160M Buy
7,276,083
+446,625
+7% +$9.67M 0.51% 37
2022
Q3 		$133M Buy
6,829,458
+147,858
+2% +$3.18M 0.53% 36
2022
Q2 		$139M Buy
6,681,600
+127,542
+2% +$2.86M 0.57% 31
2022
Q1 		$156M Buy
6,554,058
+619,110
+10% +$14.7M 0.59% 30
2021
Q4 		$145M Buy
5,934,948
+142,005
+2% +$3.36M 0.61% 30
2021
Q3 		$130M Buy
5,792,943
+91,098
+2% +$2.11M 0.68% 24
2021
Q2 		$130M Buy
5,701,845
+63,540
+1% +$1.44M 0.81% 19
2021
Q1 		$123M Sell
5,638,305
-271,167
-5% -$5.65M 0.86% 18
2020
Q4 		$117M Buy
5,909,472
+1,708,044
+41% +$31.9M 0.9% 19
2020
Q3 		$73.1M Buy
4,201,428
+71,175
+2% +$1.24M 0.69% 26
2020
Q2 		$69M Buy
4,130,253
+55,857
+1% +$912K 0.69% 26
2020
Q1 		$60.1M Buy
4,074,396
+790,221
+24% +$14.5M 0.75% 23
2019
Q4 		$65.8M Buy
3,284,175
+149,979
+5% +$2.91M 0.68% 30
2019
Q3 		$59.3M Buy
3,134,196
+145,131
+5% +$2.72M 0.71% 27
2019
Q2 		$55.9M Sell
2,989,065
-156,603
-5% -$2.89M 0.67% 30
2019
Q1 		$57.4M Buy
3,145,668
+900,714
+40% +$16M 0.82% 23
2018
Q4 		$36.9M Buy
2,244,954
+475,374
+27% +$8.41M 0.66% 30
2018
Q3 		$33.1M Buy
1,769,580
+74,826
+4% +$1.39M 0.85% 23
2018
Q2 		$30M Buy
1,694,754
+15,405
+0.9% +$275K 0.85% 21
2018
Q1 		$29.6M Buy
1,679,349
+82,245
+5% +$1.51M 1.06% 19
2017
Q4 		$29.1M Buy
1,597,104
+1,287,087
+415% +$22.9M 1.13% 20
2017
Q3 		$5.36M Buy
310,017
+9,630
+3% +$163K 0.24% 79
2017
Q2 		$5.03M Buy
300,387
+6,078
+2% +$101K 0.24% 84
2017
Q1 		$4.87M Buy
294,309
+11,772
+4% +$193K 0.21% 95
2016
Q4 		$4.53M Buy
282,537
+69,483
+33% +$1.08M 0.21% 95
2016
Q3 		$3.24M Buy
213,054
+17,718
+9% +$270K 0.16% 122
2016
Q2 		$2.92M Sell
195,336
-20,841
-10% -$305K 0.16% 134
2016
Q1 		$3.11M Buy
216,177
+8,094
+4% +$111K 0.18% 112
2015
Q4 		$2.94M Buy
208,083
+106,110
+104% +$1.51M 0.19% 113
2015
Q3 		$1.35M Buy
101,973
+32,664
+47% +$457K 0.06% 207
2015
Q2 		$994K Sell
69,309
-7,869
-10% -$116K 0.05% 251
2015
Q1 		$1.11M Sell
77,178
-21,132
-21% -$308K 0.09% 170
2014
Q4 		$1.45M Sell
98,310
-2,178
-2% -$31.4K 0.13% 133
2014
Q3 		$1.43M Sell
100,488
-12,027
-11% -$172K 0.16% 116
2014
Q2 		$1.61M Sell
112,515
-41,247
-27% -$575K 0.18% 111
2014
Q1 		$2.11M Sell
153,762
-8,277
-5% -$111K 0.27% 79
2013
Q4 		$2.2M Sell
162,039
-118,053
-42% -$1.54M 0.28% 80
2013
Q3 		$3.48M Sell
280,092
-6,075
-2% -$76.1K 0.64% 41
2013
Q2 		$3.45M Buy
+286,167
New +$3.48M 0.73% 35

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Mariner's SCHV Position: Q1 2026 in Review

Mariner increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.8% in Q1 2026, buying an estimated $2.27M and bringing the position to 9,175,772 shares worth $280M. The position accounts for 0.33% of the portfolio, ranked #52.

Mariner first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Mariner held 9,175,772 shares of Schwab US Large-Cap Value ETF worth $280M as of Q1 2026.
  • Mariner bought 72,744 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.27M.
  • Schwab US Large-Cap Value ETF made up 0.33% of Mariner's portfolio in Q1 2026, its #52 holding.
  • Mariner first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.