Ameritas Investment Company’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$323K	Buy	11,892 +2,754	+30%	+$75.5K	0.01%	543
2021 Q2	$325K	Buy	+9,138	New	+$248K	0.02%	545
2021 Q1	–	Sell	-10,132	Closed	-$284K	–	2266
2020 Q4	$284K	Sell	10,132 -2,952	-23%	-$82.5K	0.06%	320
2020 Q3	$368K	Hold	13,084	–	–	0.12%	201
2020 Q2	$368K	Buy	13,084 +3,620	+38%	+$101K	0.11%	207
2020 Q1	$257K	Buy	9,464 +10	+0.1%	+$270	0.04%	299
2019 Q4	$253K	Buy	9,454 +606	+7%	+$16.2K	0.05%	288
2019 Q3	$238K	Buy	+8,848	New	+$237K	0.05%	293
2019 Q2	–	Sell	-10,064	Closed	-$261K	–	748
2019 Q1	$261K	Buy	+10,064	New	+$257K	0.05%	265

Other funds holding SCHZ

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Ameritas Investment Company increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 30% in Q3 2021, buying an estimated $75.5K and bringing the position to 11,892 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #543.

Ameritas Investment Company first reported a position in SCHZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $368K in Q3 2020. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

Ameritas Investment Company held 11,892 shares of Schwab US Aggregate Bond ETF worth $323K as of Q3 2021.
Ameritas Investment Company bought 2,754 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $75.5K.
Schwab US Aggregate Bond ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #543 holding.
Ameritas Investment Company first reported a position in Schwab US Aggregate Bond ETF in Q1 2019 and has held it in 9 quarters since.
Ameritas Investment Company's Schwab US Aggregate Bond ETF position peaked at $368K in Q3 2020.
492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

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