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Ameritas Investment Company’s Schwab US TIPS ETF SCHP Stock Holding History

Ameritas Investment Company’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$358K Buy
11,436
+7,152
+167% +$226K 0.02% 506
2021
Q2 		$384K Buy
4,284
+526
+14% +$16.3K 0.02% 493
2021
Q1 		$115K Buy
+3,758
New +$116K 0.01% 721
2020
Q2 		– Sell
-2,500
Closed -$72K – 1363
2020
Q1 		$72K Buy
2,500
+676
+37% +$19.4K 0.01% 581
2019
Q4 		$52K Buy
+1,824
New +$51.7K 0.01% 573

Other funds holding SCHP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameritas Investment Company increased its Schwab US TIPS ETF (SCHP) stake by 167% in Q3 2021, buying an estimated $226K and bringing the position to 11,436 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #506.

Ameritas Investment Company first reported a position in SCHP in Q4 2019 and has held it in 5 quarters since. The position peaked at $384K in Q2 2021. 633 funds tracked by Wall St. Rank hold SCHP as of Q3 2021.

  • Ameritas Investment Company held 11,436 shares of Schwab US TIPS ETF worth $358K as of Q3 2021.
  • Ameritas Investment Company bought 7,152 Schwab US TIPS ETF shares in Q3 2021, an estimated $226K.
  • Schwab US TIPS ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #506 holding.
  • Ameritas Investment Company first reported a position in Schwab US TIPS ETF in Q4 2019 and has held it in 5 quarters since.
  • Ameritas Investment Company's Schwab US TIPS ETF position peaked at $384K in Q2 2021.
  • 633 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2021.

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