MARINER INDEPENDENT ADVISOR NETWORK, LLC – Schwab U.S. Dividend Equity ETF Transaction History
MARINER INDEPENDENT ADVISOR NETWORK, LLC portfolio value:
$2.90M
portfolio value
MARINER INDEPENDENT ADVISOR NETWORK, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.97% | 3.60K shares | 21K | $66.43 | 43.79K |
| Q2 2022 | share | Increase | +12.26% | 4.38K shares | 66K | $71.63 | 40.19K |
| Q1 2022 | share | Increase | +29.46% | 8.14K shares | 587K | $78.89 | 35.80K |
| Q4 2021 | share | Increase | +14.74% | 3.55K shares | 446K | $80.71 | 27.65K |
| Q3 2021 | share | Increase | +10.34% | 2.25K shares | 137K | $74.24 | 24.10K |
| Q2 2021 | share | Increase | +3.47% | 733 shares | 113K | $75.03 | 21.84K |
| Q1 2021 | share | Decrease | -3.36% | -733 shares | 138K | $71.83 | 21.11K |
| Q4 2020 | share | Increase | +69.67% | 8.96K shares | 689K | $62.74 | 21.84K |
| Q3 2020 | share | Increase | +5.87% | 714 shares | 86K | $53.59 | 12.87K |
| Q2 2020 | share | Decrease | -53.36% | -13.91K shares | -529K | $49.64 | 12.16K |
| Q1 2020 | share | Increase | +15.64% | 3.52K shares | -153K | $42.78 | 26.07K |
| Q4 2019 | share | Decrease | -1.31% | -299 shares | 65K | $54.52 | 22.54K |
| Q3 2019 | share | Increase | +2.56% | 571 shares | 58K | $51.15 | 22.84K |
| Q2 2019 | share | Decrease | -0.28% | -63 shares | 12K | $49.11 | 22.27K |
| Q1 2019 | share | Decrease | -2.84% | -652 shares | 76K | $48 | 22.33K |
| Q4 2018 | share | Increase | 0.00% | 22.98K shares | 1.09M | $42.83 | 22.98K |
| Q3 2018 | share | Decrease | -100.00% | -15.06K shares | -742K | $47.94 | 0 |
| Q2 2018 | share | Increase | 0.00% | 15.06K shares | 742K | $44.27 | 15.06K |
| Q3 2016 | share | Decrease | -100.00% | -12.75K shares | -529K | $36.12 | 0 |
| Q2 2016 | share | Increase | +3.24% | 400 shares | 34K | $35.17 | 12.75K |
| Q1 2016 | share | Increase | 0.00% | 12.35K shares | 495K | $33.76 | 12.35K |