AAS
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Ameritas Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Ameritas Advisory Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,097
Closed -$105K – 1905
2025
Q3 		$105K Sell
4,097
-8,478
-67% -$210K 0.01% 819
2025
Q2 		$300K Sell
12,575
-2,230
-15% -$49.1K 0.02% 628
2025
Q1 		$323K Sell
14,805
-3,064
-17% -$69.7K 0.01% 683
2024
Q4 		$406K Buy
17,869
+3,841
+27% +$87.7K 0.01% 640
2024
Q3 		$311K Sell
14,028
-1,968
-12% -$42K 0.01% 673
2024
Q2 		$335K Sell
15,996
-1,911
-11% -$38.7K 0.01% 701
2024
Q1 		$361K Buy
17,907
+4,368
+32% +$84.5K 0.01% 651
2023
Q4 		$252K Buy
13,539
+1,392
+11% +$24K 0.01% 598
2023
Q3 		$202K Buy
+12,147
New +$210K 0.01% 754
2023
Q2 		– Sell
-12,777
Closed -$205K – 2170
2023
Q1 		$205K Buy
+12,777
New +$200K 0.01% 765

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