Ameritas Investment Company’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $909K | Buy |
52,428
+23,610
| +82% | +$409K | 0.04% | 289 |
|
|
2021
Q2 | $773K | Sell |
28,818
-70,494
| -71% | -$1.89M | 0.04% | 333 |
|
|
2021
Q1 | $1.59M | Buy |
99,312
+74,640
| +303% | +$1.19M | 0.14% | 151 |
|
|
2020
Q4 | $374K | Buy |
+24,672
| New | +$374K | 0.07% | 270 |
|
|
2020
Q2 | – | Sell |
-10,020
| Closed | -$101K | – | 1369 |
|
|
2020
Q1 | $101K | Buy |
10,020
+4,146
| +71% | +$41.8K | 0.02% | 499 |
|
|
2019
Q4 | $75K | Buy |
+5,874
| New | +$75K | 0.02% | 514 |
|
|
2019
Q2 | – | Sell |
-3,174
| Closed | -$36K | – | 747 |
|
|
2019
Q1 | $36K | Buy |
+3,174
| New | +$36K | 0.01% | 475 |
|