Ameritas Investment Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$2.4M	Buy	129,448 +103,424	+397%	+$1.97M	0.11%	150
2021 Q2	$1.08M	Sell	26,024 -17,592	-40%	-$304K	0.05%	269
2021 Q1	$708K	Buy	+43,616	New	+$710K	0.06%	278
2020 Q2	–	Sell	-26,672	Closed	-$256K	–	1359
2020 Q1	$256K	Buy	26,672 +8,144	+44%	+$92.9K	0.04%	301
2019 Q4	$215K	Buy	18,528 +14,304	+339%	+$158K	0.05%	320
2019 Q3	$44K	Buy	+4,224	New	+$44.5K	0.01%	694

Other funds holding SCHG

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

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

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

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

Ameritas Investment Company increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 397% in Q3 2021, buying an estimated $1.97M and bringing the position to 129,448 shares worth $2.4M. The position accounts for 0.11% of the portfolio, ranked #150.

Ameritas Investment Company first reported a position in SCHG in Q3 2019 and has held it in 6 quarters since. 732 funds tracked by Wall St. Rank hold SCHG as of Q3 2021.

Ameritas Investment Company held 129,448 shares of Schwab US Large-Cap Growth ETF worth $2.4M as of Q3 2021.
Ameritas Investment Company bought 103,424 Schwab US Large-Cap Growth ETF shares in Q3 2021, an estimated $1.97M.
Schwab US Large-Cap Growth ETF made up 0.11% of Ameritas Investment Company's portfolio in Q3 2021, its #150 holding.
Ameritas Investment Company first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 6 quarters since.
732 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2021.

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