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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$909K	Buy	52,428 +23,610	+82%	+$421K	0.04%	289
2021 Q2	$773K	Sell	28,818 -70,494	-71%	-$1.19M	0.04%	333
2021 Q1	$1.59M	Buy	99,312 +74,640	+303%	+$1.17M	0.14%	151
2020 Q4	$374K	Buy	+24,672	New	+$353K	0.07%	270
2020 Q2	–	Sell	-10,020	Closed	-$101K	–	1367
2020 Q1	$101K	Buy	10,020 +4,146	+71%	+$50.4K	0.02%	499
2019 Q4	$75K	Buy	+5,874	New	+$72K	0.02%	514
2019 Q2	–	Sell	-3,174	Closed	-$36K	–	747
2019 Q1	$36K	Buy	+3,174	New	+$34.4K	0.01%	475

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Ameritas Investment Company increased its Schwab US Large- Cap ETF (SCHX) stake by 82% in Q3 2021, buying an estimated $421K and bringing the position to 52,428 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #289.

Ameritas Investment Company first reported a position in SCHX in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2021. 869 funds tracked by Wall St. Rank hold SCHX as of Q3 2021.

Ameritas Investment Company held 52,428 shares of Schwab US Large- Cap ETF worth $909K as of Q3 2021.
Ameritas Investment Company bought 23,610 Schwab US Large- Cap ETF shares in Q3 2021, an estimated $421K.
Schwab US Large- Cap ETF made up 0.04% of Ameritas Investment Company's portfolio in Q3 2021, its #289 holding.
Ameritas Investment Company first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 7 quarters since.
Ameritas Investment Company's Schwab US Large- Cap ETF position peaked at $1.59M in Q1 2021.
869 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2021.

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