AIC
SCHR

Ameritas Investment Company’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ameritas Investment Company’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,894
Closed -$53.4K – 1832
2021
Q1 		$53.4K Buy
+1,894
New +$54.3K ﹤0.01% 939
2020
Q2 		– Sell
-2,126
Closed -$62K – 1364
2020
Q1 		$62K Buy
+2,126
New +$60.1K 0.01% 628
2019
Q4 		– Sell
-2,016
Closed -$56K – 1386
2019
Q3 		$56K Buy
+2,016
New +$55.8K 0.01% 633

Other funds holding SCHR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
I2I
Insight 2811 Inc Chicago, Illinois $239M AUM 8.89% 1-Year Est. Return

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

Ameritas Investment Company sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2021, closing a stake of 1,894 shares — an estimated $53.4K sold.

Ameritas Investment Company first reported a position in SCHR in Q3 2019 and held it in 3 quarters. The position peaked at $62K in Q1 2020. 287 funds tracked by Wall St. Rank hold SCHR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,894 Schwab Intermediately-Term US Treasury ETF shares in Q2 2021, an estimated $53.4K.
  • Ameritas Investment Company first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Schwab Intermediately-Term US Treasury ETF position peaked at $62K in Q1 2020.
  • 287 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2021.

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