Ameritas Investment Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ameritas Investment Company’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.03M	Buy	41,368 +28,520	+222%	+$724K	0.05%	270
2021 Q2	$990K	Sell	12,848 -6,244	-33%	-$160K	0.05%	287
2021 Q1	$476K	Buy	19,092 +6,664	+54%	+$164K	0.04%	365
2020 Q4	$276K	Buy	+12,428	New	+$247K	0.05%	326
2020 Q2	–	Sell	-15,392	Closed	-$195K	–	1356
2020 Q1	$195K	Buy	15,392 +10,312	+203%	+$175K	0.03%	350
2019 Q4	$96K	Buy	5,080 +368	+8%	+$6.66K	0.02%	469
2019 Q3	$82K	Buy	+4,712	New	+$83.2K	0.02%	533
2019 Q2	–	Sell	-484	Closed	-$8K	–	741
2019 Q1	$8K	Buy	+484	New	+$8.28K	﹤0.01%	693

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameritas Investment Company's SCHA Position: Q3 2021 in Review

Ameritas Investment Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 222% in Q3 2021, buying an estimated $724K and bringing the position to 41,368 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #270.

Ameritas Investment Company first reported a position in SCHA in Q1 2019 and has held it in 8 quarters since. 838 funds tracked by Wall St. Rank hold SCHA as of Q3 2021.

Ameritas Investment Company held 41,368 shares of Schwab U.S Small- Cap ETF worth $1.03M as of Q3 2021.
Ameritas Investment Company bought 28,520 Schwab U.S Small- Cap ETF shares in Q3 2021, an estimated $724K.
Schwab U.S Small- Cap ETF made up 0.05% of Ameritas Investment Company's portfolio in Q3 2021, its #270 holding.
Ameritas Investment Company first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 8 quarters since.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.