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Disclosery

Mariner, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mariner, LLC on SCHD, newest first. How the timeline and the estimate are built.

Mariner, LLC held 6,973,748 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,973,748 shares
    Change vs previous 13F -632,571 shares

    0.23% of the 13F portfolio, value $221,137,532.

    13F-HR 0001580642-26-005266 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,606,319 shares
    Change vs previous 13F +706,876 shares

    0.27% of the 13F portfolio, value $233,361,319.

    13F-HR 0001580642-26-003158 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,899,443 shares
    Change vs previous 13F -354,105 shares

    0.23% of the 13F portfolio, value $189,251,727.

    13F-HR 0001580642-26-001057 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,253,548 shares
    Change vs previous 13F -582,778 shares

    0.26% of the 13F portfolio, value $198,021,822.

    13F-HR 0001580642-25-007297 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,836,326 shares
    Change vs previous 13F -399,333 shares

    0.3% of the 13F portfolio, value $207,662,500.

    13F-HR 0001580642-25-005128 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,235,659 shares
    Change vs previous 13F +25,129 shares

    0.38% of the 13F portfolio, value $230,268,886.

    13F-HR 0001580642-25-003135 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,210,530 shares
    Change vs previous 13F +5,892,271 shares

    0.38% of the 13F portfolio, value $224,311,674.

    13F-HR 0001580642-25-000997 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,318,259 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $195,962,331.

    13F-HR 0001580642-24-006919 filed by Mariner, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).