Ameritas Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
12,575
-2,230
| -15% | -$53.1K | 0.02% | 628 |
|
|
2025
Q1 | $323K | Sell |
14,805
-3,064
| -17% | -$66.8K | 0.01% | 683 |
|
|
2024
Q4 | $406K | Buy |
17,869
+3,841
| +27% | +$87.2K | 0.01% | 640 |
|
|
2024
Q3 | $311K | Sell |
14,028
-1,968
| -12% | -$43.6K | 0.01% | 673 |
|
|
2024
Q2 | $335K | Sell |
15,996
-1,911
| -11% | -$40K | 0.01% | 701 |
|
|
2024
Q1 | $361K | Buy |
17,907
+4,368
| +32% | +$87.9K | 0.01% | 651 |
|
|
2023
Q4 | $252K | Buy |
13,539
+1,392
| +11% | +$26K | 0.01% | 598 |
|
|
2023
Q3 | $202K | Buy |
+12,147
| New | +$202K | 0.01% | 754 |
|
|
2023
Q2 | – | Sell |
-12,777
| Closed | -$205K | – | 2170 |
|
|
2023
Q1 | $205K | Buy |
+12,777
| New | +$205K | 0.01% | 765 |
|