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Ameritas Advisory Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Ameritas Advisory Services’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-68,642
Closed -$1.67M – 850
2022
Q1 		$1.67M Sell
68,642
-95,118
-58% -$2.35M 0.06% 240
2021
Q4 		$4.14M Buy
+163,760
New +$4.15M 0.15% 111

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AWS
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BAM
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C1AG
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IWC
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KFS
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Ameritas Advisory Services's SCHJ Position: Q2 2022 in Review

Ameritas Advisory Services sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q2 2022, closing a stake of 68,642 shares — an estimated $1.67M sold.

Ameritas Advisory Services first reported a position in SCHJ in Q4 2021 and held it in 2 quarters. The position peaked at $4.14M in Q4 2021. 85 funds tracked by Wall St. Rank hold SCHJ as of Q2 2022.

  • Ameritas Advisory Services reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Ameritas Advisory Services sold 68,642 Schwab 1-5 Year Corporate Bond ETF shares in Q2 2022, an estimated $1.67M.
  • Ameritas Advisory Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Ameritas Advisory Services's Schwab 1-5 Year Corporate Bond ETF position peaked at $4.14M in Q4 2021.
  • 85 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q2 2022.

Based on Ameritas Advisory Services's 13F filing for Q2 2022, filed 10 Aug 2022.