AIC
SCHV

Ameritas Investment Company’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ameritas Investment Company’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,683
Closed -$102K – 1834
2021
Q1 		$102K Buy
+4,683
New +$97.6K 0.01% 759
2020
Q2 		– Sell
-1,221
Closed -$17K – 1366
2020
Q1 		$17K Buy
+1,221
New +$22.4K ﹤0.01% 1057
2019
Q4 		– Sell
-1,527
Closed -$29K – 1388
2019
Q3 		$29K Buy
+1,527
New +$28.6K 0.01% 817

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Ameritas Investment Company sold out of Schwab US Large-Cap Value ETF (SCHV) in Q2 2021, closing a stake of 4,683 shares — an estimated $102K sold.

Ameritas Investment Company first reported a position in SCHV in Q3 2019 and held it in 3 quarters. The position peaked at $102K in Q1 2021. 563 funds tracked by Wall St. Rank hold SCHV as of Q2 2021.

  • Ameritas Investment Company reported no remaining Schwab US Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 4,683 Schwab US Large-Cap Value ETF shares in Q2 2021, an estimated $102K.
  • Ameritas Investment Company first reported a position in Schwab US Large-Cap Value ETF in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Schwab US Large-Cap Value ETF position peaked at $102K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2021.

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