Ameritas Investment Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$5.21M	Buy	210,318 +150,177	+250%	+$3.82M	0.24%	80
2021 Q2	$2.51M	Buy	60,141 +23,802	+65%	+$601K	0.12%	144
2021 Q1	$883K	Buy	36,339 +4,998	+16%	+$114K	0.08%	242
2020 Q4	$670K	Buy	31,341 +18,231	+139%	+$370K	0.13%	176
2020 Q3	$226K	Hold	13,110	–	–	0.07%	289
2020 Q2	$226K	Sell	13,110 -7,413	-36%	-$125K	0.07%	296
2020 Q1	$306K	Buy	20,523 +10,041	+96%	+$180K	0.05%	269
2019 Q4	$202K	Buy	10,482 +597	+6%	+$11.2K	0.04%	332
2019 Q3	$181K	Buy	+9,885	New	+$177K	0.04%	339
2019 Q2	–	Sell	-999	Closed	-$17K	–	743
2019 Q1	$17K	Buy	+999	New	+$16.8K	﹤0.01%	581

Other funds holding SCHD

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Ameritas Investment Company increased its Schwab US Dividend Equity ETF (SCHD) stake by 250% in Q3 2021, buying an estimated $3.82M and bringing the position to 210,318 shares worth $5.21M. The position accounts for 0.24% of the portfolio, ranked #80.

Ameritas Investment Company first reported a position in SCHD in Q1 2019 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Ameritas Investment Company held 210,318 shares of Schwab US Dividend Equity ETF worth $5.21M as of Q3 2021.
Ameritas Investment Company bought 150,177 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $3.82M.
Schwab US Dividend Equity ETF made up 0.24% of Ameritas Investment Company's portfolio in Q3 2021, its #80 holding.
Ameritas Investment Company first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

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