Ameritas Investment Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3.33M	Buy	130,443 +14,112	+12%	+$369K	0.15%	116
2021 Q2	$3.41M	Buy	116,331 +47,142	+68%	+$1.22M	0.16%	100
2021 Q1	$1.72M	Sell	69,189 -43,254	-38%	-$1.05M	0.15%	140
2020 Q4	$2.56M	Buy	112,443 +25,533	+29%	+$532K	0.5%	42
2020 Q3	$1.52M	Hold	86,910	–	–	0.48%	50
2020 Q2	$1.52M	Buy	86,910 +25,272	+41%	+$412K	0.44%	52
2020 Q1	$862K	Buy	61,638 +44,958	+270%	+$823K	0.14%	130
2019 Q4	$334K	Buy	16,680 +11,535	+224%	+$223K	0.07%	241
2019 Q3	$97K	Buy	+5,145	New	+$97.2K	0.02%	492
2019 Q2	–	Sell	-171	Closed	-$3K	–	745
2019 Q1	$3K	Buy	+171	New	+$3.06K	﹤0.01%	823

Other funds holding SCHM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Ameritas Investment Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q3 2021, buying an estimated $369K and bringing the position to 130,443 shares worth $3.33M. The position accounts for 0.15% of the portfolio, ranked #116.

Ameritas Investment Company first reported a position in SCHM in Q1 2019 and has held it in 10 quarters since. The position peaked at $3.41M in Q2 2021. 692 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

Ameritas Investment Company held 130,443 shares of Schwab US Mid-Cap ETF worth $3.33M as of Q3 2021.
Ameritas Investment Company bought 14,112 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $369K.
Schwab US Mid-Cap ETF made up 0.15% of Ameritas Investment Company's portfolio in Q3 2021, its #116 holding.
Ameritas Investment Company first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 10 quarters since.
Ameritas Investment Company's Schwab US Mid-Cap ETF position peaked at $3.41M in Q2 2021.
692 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

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