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Position history for Mariner, LLCMariner, LLC's holdings in SCHWAB FUNDAMENTAL BROAD MKT

Mariner, LLC holds 209,903 shares of FNDB (SCHWAB FUNDAMENTAL BROAD MKT), worth $6.4M as of 2026-Q2. The position was increased (+4.5% shares). FNDB represents 0.0% of Mariner, LLC's portfolio.

Current Value

$6.4M

Current Shares

209,903

Total Value Change

+$5.3M

Total Shares Change

+194,975

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
209,903
+4.5%
$6.4M0.0%$30.46
28
2026-Q1
Increased
200,960
+82.1%
$5.5M0.0%$28.06
42
2025-Q4
Increased
110,333
+77.5%
$2.9M0.0%$26.75
40
2025-Q3
Increased
62,152
+8.0%
$1.6M0.0%$25.58
28
2025-Q2
Increased
57,569
+10.3%
$1.4M0.0%$23.67
28
2025-Q1
Increased
52,169
+2.8%
$1.2M0.0%$22.55
26
2024-Q4
Increased
50,740
+239.9%
$1.2M0.0%$22.83
41
2024-Q3
Increased
14,928
+20.5%
$1.1M0.0%$22.90
30

Other major holders of FNDB: Steward Partners Investment Advisory, LLC, AMERIPRISE FINANCIAL INC, EP Wealth Advisors, LLC

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