Ameritas Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
7,960
+2,235
| +39% | +$204K | 0.04% | 418 |
|
|
2025
Q1 | $436K | Buy |
5,725
+23
| +0.4% | +$1.75K | 0.02% | 603 |
|
|
2024
Q4 | $422K | Buy |
+5,702
| New | +$422K | 0.01% | 633 |
|
|
2024
Q3 | – | Sell |
-5,428
| Closed | -$400K | – | 927 |
|
|
2024
Q2 | $400K | Sell |
5,428
-319
| -6% | -$23.5K | 0.02% | 649 |
|
|
2024
Q1 | $425K | Buy |
5,747
+1,015
| +21% | +$75.1K | 0.02% | 597 |
|
|
2023
Q4 | $316K | Buy |
+4,732
| New | +$316K | 0.02% | 540 |
|
|
2023
Q2 | – | Sell |
-3,330
| Closed | -$176K | – | 2175 |
|
|
2023
Q1 | $176K | Buy |
3,330
+748
| +29% | +$39.6K | 0.01% | 805 |
|
|
2022
Q4 | $215K | Buy |
+2,582
| New | +$215K | 0.01% | 805 |
|
|
2022
Q2 | – | Sell |
-3,145
| Closed | -$265K | – | 851 |
|
|
2022
Q1 | $265K | Buy |
+3,145
| New | +$265K | 0.01% | 704 |
|