Ameritas Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
37,329
-46,069
| -55% | -$1.17M | 0.05% | 362 |
|
|
2025
Q1 | $2.02M | Sell |
83,398
-212
| -0.3% | -$5.13K | 0.08% | 231 |
|
|
2024
Q4 | $2.16M | Buy |
83,610
+3,932
| +5% | +$102K | 0.07% | 241 |
|
|
2024
Q3 | $2.05M | Sell |
79,678
-482
| -0.6% | -$12.4K | 0.09% | 227 |
|
|
2024
Q2 | $1.9M | Buy |
80,160
+5,768
| +8% | +$137K | 0.07% | 263 |
|
|
2024
Q1 | $1.8M | Buy |
74,392
+44,578
| +150% | +$1.08M | 0.07% | 253 |
|
|
2023
Q4 | $705K | Sell |
29,814
-33,870
| -53% | -$801K | 0.04% | 355 |
|
|
2023
Q3 | $1.31M | Buy |
63,684
+41,888
| +192% | +$859K | 0.07% | 280 |
|
|
2023
Q2 | $473K | Sell |
21,796
-37,018
| -63% | -$804K | 0.06% | 304 |
|
|
2023
Q1 | $1.23M | Sell |
58,814
-13,624
| -19% | -$284K | 0.06% | 282 |
|
|
2022
Q4 | $1.47M | Sell |
72,438
-3,446
| -5% | -$69.8K | 0.07% | 266 |
|
|
2022
Q3 | $1.43M | Buy |
75,884
+23,526
| +45% | +$445K | 0.09% | 227 |
|
|
2022
Q2 | $1.02M | Buy |
52,358
+4,504
| +9% | +$87.8K | 0.06% | 287 |
|
|
2022
Q1 | $1.13M | Buy |
47,854
+2,102
| +5% | +$49.8K | 0.04% | 313 |
|
|
2021
Q4 | $1.17M | Buy |
+45,752
| New | +$1.17M | 0.04% | 308 |
|