Ameritas Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Sell |
40,514
-26,633
| -40% | -$651K | 0.05% | 344 |
|
|
2025
Q1 | $1.51M | Sell |
67,147
-828
| -1% | -$18.6K | 0.06% | 290 |
|
|
2024
Q4 | $1.58M | Sell |
67,975
-3,185
| -4% | -$73.8K | 0.05% | 312 |
|
|
2024
Q3 | $1.61M | Sell |
71,160
-183
| -0.3% | -$4.14K | 0.07% | 277 |
|
|
2024
Q2 | $1.53M | Buy |
71,343
+4,917
| +7% | +$105K | 0.06% | 309 |
|
|
2024
Q1 | $1.35M | Buy |
66,426
+19,764
| +42% | +$403K | 0.06% | 314 |
|
|
2023
Q4 | $897K | Sell |
46,662
-22,632
| -33% | -$435K | 0.05% | 311 |
|
|
2023
Q3 | $1.17M | Buy |
69,294
+34,125
| +97% | +$577K | 0.06% | 309 |
|
|
2023
Q2 | $608K | Sell |
35,169
-44,868
| -56% | -$775K | 0.08% | 252 |
|
|
2023
Q1 | $1.29M | Sell |
80,037
-252
| -0.3% | -$4.07K | 0.06% | 269 |
|
|
2022
Q4 | $1.21M | Buy |
80,289
+6,243
| +8% | +$94K | 0.06% | 304 |
|
|
2022
Q3 | $1.05M | Buy |
74,046
+759
| +1% | +$10.7K | 0.06% | 271 |
|
|
2022
Q2 | $1.09M | Buy |
73,287
+2,019
| +3% | +$30.1K | 0.06% | 275 |
|
|
2022
Q1 | $1.28M | Buy |
71,268
+4,164
| +6% | +$74.7K | 0.05% | 287 |
|
|
2021
Q4 | $1.27M | Buy |
+67,104
| New | +$1.27M | 0.05% | 296 |
|