Ameritas Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Buy |
|