MARINER INDEPENDENT ADVISOR NETWORK, LLC – Schwab U.S. Mid-Cap ETF Transaction History
MARINER INDEPENDENT ADVISOR NETWORK, LLC portfolio value:
$2.52M
portfolio value
MARINER INDEPENDENT ADVISOR NETWORK, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.45% | 5.27K shares | 175K | $60.53 | 41.77K |
| Q2 2022 | share | Increase | +14.87% | 4.72K shares | -66K | $62.73 | 36.49K |
| Q1 2022 | share | Increase | +20.27% | 5.35K shares | 291K | $75.86 | 31.77K |
| Q4 2021 | share | Decrease | -13.27% | -4.04K shares | -206K | $80.5 | 26.41K |
| Q3 2021 | share | Increase | +9.46% | 2.63K shares | 157K | $76.66 | 30.46K |
| Q2 2021 | share | Increase | +3.44% | 925 shares | 176K | $77.99 | 27.82K |
| Q1 2021 | share | Increase | +0.59% | 159 shares | 179K | $73.97 | 26.90K |
| Q4 2020 | share | Increase | +4.87% | 1.24K shares | 408K | $67.69 | 26.74K |
| Q3 2020 | share | Increase | +5.63% | 1.35K shares | 145K | $54.81 | 25.50K |
| Q2 2020 | share | Decrease | -27.35% | -9.09K shares | -65K | $51.79 | 24.14K |
| Q1 2020 | share | Decrease | -12.57% | -4.78K shares | -952K | $41.36 | 33.23K |
| Q4 2019 | share | Decrease | -19.30% | -9.08K shares | -338K | $58.73 | 38.01K |
| Q3 2019 | share | Decrease | -0.93% | -443 shares | -95K | $54.92 | 47.10K |
| Q2 2019 | share | Increase | +18.78% | 7.51K shares | 488K | $55.23 | 47.54K |
| Q1 2019 | share | Decrease | -11.75% | -5.33K shares | -44K | $53.4 | 40.02K |
| Q4 2018 | share | Increase | +4.82% | 2.08K shares | -226K | $46.07 | 45.35K |
| Q3 2018 | share | Increase | +283.58% | 31.99K shares | 1.88M | $55.32 | 43.27K |
| Q2 2018 | share | Decrease | -18.47% | -2.55K shares | -112K | $52.33 | 11.28K |
| Q1 2018 | share | Increase | 0.00% | 13.83K shares | 731K | $50.29 | 13.83K |
| Q4 2016 | share | Decrease | -100.00% | -18.14K shares | -790K | $42.23 | 0 |
| Q3 2016 | share | Increase | +15.29% | 2.40K shares | 129K | $40.48 | 18.14K |
| Q2 2016 | share | Decrease | -13.40% | -2.43K shares | 284K | $38.95 | 15.74K |
| Q1 2016 | share | Decrease | -19.08% | -4.28K shares | -523K | $37.55 | 18.17K |