Ameritas Investment Company’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,752	Closed	-$36K	–	1829
2021 Q1	$36K	Buy	+1,752	New	+$34.3K	﹤0.01%	1066
2020 Q2	–	Sell	-3,090	Closed	-$49K	–	1360
2020 Q1	$49K	Buy	+3,090	New	+$65.9K	0.01%	710
2019 Q4	–	Sell	-2,094	Closed	-$49K	–	1385
2019 Q3	$49K	Buy	+2,094	New	+$48K	0.01%	667
2019 Q2	–	Sell	-446	Closed	-$10K	–	744
2019 Q1	$10K	Buy	+446	New	+$9.47K	﹤0.01%	661

Other funds holding SCHH

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Ameritas Investment Company's SCHH Position: Q2 2021 in Review

Ameritas Investment Company sold out of Schwab US REIT ETF (SCHH) in Q2 2021, closing a stake of 1,752 shares — an estimated $36K sold.

Ameritas Investment Company first reported a position in SCHH in Q1 2019 and held it in 4 quarters. The position peaked at $49K in Q1 2020. 402 funds tracked by Wall St. Rank hold SCHH as of Q2 2021.

Ameritas Investment Company reported no remaining Schwab US REIT ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 1,752 Schwab US REIT ETF shares in Q2 2021, an estimated $36K.
Ameritas Investment Company first reported a position in Schwab US REIT ETF in Q1 2019 and held it in 4 quarters.
Ameritas Investment Company's Schwab US REIT ETF position peaked at $49K in Q1 2020.
402 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.