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Disclosery

Mariner, LLC: SCHW position timeline

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

Mariner, LLC held 2,375,832 SCHW 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 2,375,832 shares
    Change vs previous 13F +254,501 shares

    0.23% of the 13F portfolio, value $219,168,515.

    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 2,121,331 shares
    Change vs previous 13F +1,566,744 shares

    0.23% of the 13F portfolio, value $199,345,751.

    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 554,587 shares
    Change vs previous 13F -9,609 shares

    0.07% of the 13F portfolio, value $55,421,436.

    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 564,196 shares
    Change vs previous 13F +31,115 shares

    0.07% of the 13F portfolio, value $53,863,794.

    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 533,081 shares
    Change vs previous 13F -26,722 shares

    0.07% of the 13F portfolio, value $48,624,654.

    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 559,803 shares
    Change vs previous 13F +37,262 shares

    0.07% of the 13F portfolio, value $43,820,404.

    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 522,541 shares
    Change vs previous 13F -91,310 shares

    0.06% of the 13F portfolio, value $38,673,263.

    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 613,851 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $39,774,059.

    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).