Ameritas Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
14,740
-3,423
| -19% | -$94.7K | 0.02% | 549 |
|
|
2025
Q1 | $480K | Sell |
18,163
-774
| -4% | -$20.5K | 0.02% | 580 |
|
|
2024
Q4 | $494K | Buy |
18,937
+6,358
| +51% | +$166K | 0.02% | 594 |
|
|
2024
Q3 | $337K | Sell |
12,579
-3,690
| -23% | -$98.9K | 0.01% | 651 |
|
|
2024
Q2 | $402K | Buy |
16,269
+1,155
| +8% | +$28.5K | 0.02% | 646 |
|
|
2024
Q1 | $377K | Buy |
15,114
+4,338
| +40% | +$108K | 0.02% | 634 |
|
|
2023
Q4 | $252K | Sell |
10,776
-3,924
| -27% | -$91.8K | 0.01% | 599 |
|
|
2023
Q3 | $316K | Buy |
+14,700
| New | +$316K | 0.02% | 618 |
|
|
2023
Q2 | – | Sell |
-18,291
| Closed | -$406K | – | 2176 |
|
|
2023
Q1 | $406K | Buy |
18,291
+5,190
| +40% | +$115K | 0.02% | 545 |
|
|
2022
Q4 | $288K | Buy |
+13,101
| New | +$288K | 0.01% | 728 |
|