Ameritas Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4K | Hold |
620
| – | – | ﹤0.01% | 2742 |
|
|
2025
Q1 | $17.3K | Sell |
620
-205
| -25% | -$5.73K | ﹤0.01% | 2616 |
|
|
2024
Q4 | $22.5K | Hold |
825
| – | – | ﹤0.01% | 2583 |
|
|
2024
Q3 | $23.2K | Sell |
825
-240
| -23% | -$6.76K | ﹤0.01% | 2571 |
|
|
2024
Q2 | $27.6K | Buy |
1,065
+240
| +29% | +$6.22K | ﹤0.01% | 2471 |
|
|
2024
Q1 | $22.2K | Sell |
825
-180
| -18% | -$4.84K | ﹤0.01% | 2527 |
|
|
2023
Q4 | $25.5K | Hold |
1,005
| – | – | ﹤0.01% | 2476 |
|
|
2023
Q3 | $23.7K | Sell |
1,005
-120
| -11% | -$2.83K | ﹤0.01% | 2458 |
|
|
2023
Q2 | $27.2K | Hold |
1,125
| – | – | ﹤0.01% | 2396 |
|
|
2023
Q1 | $27.4K | Hold |
1,125
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q4 | $28.3K | Hold |
1,125
| – | – | ﹤0.01% | 2396 |
|
|
2022
Q3 | $24K | Buy |
1,125
+45
| +4% | +$960 | ﹤0.01% | 2433 |
|
|
2022
Q2 | $25K | Hold |
1,080
| – | – | ﹤0.01% | 2445 |
|
|
2022
Q1 | $28K | Hold |
1,080
| – | – | ﹤0.01% | 2403 |
|
|
2021
Q4 | $29K | Sell |
1,080
-45
| -4% | -$1.21K | ﹤0.01% | 2467 |
|
|
2021
Q3 | $27K | Hold |
1,125
| – | – | ﹤0.01% | 2538 |
|
|
2021
Q2 | $28K | Buy |
1,125
+825
| +275% | +$20.5K | ﹤0.01% | 2556 |
|
|
2021
Q1 | $7K | Sell |
300
-30
| -9% | -$700 | ﹤0.01% | 2951 |
|
|
2020
Q4 | $7K | Hold |
330
| – | – | ﹤0.01% | 2916 |
|
|
2020
Q3 | $6K | Hold |
330
| – | – | ﹤0.01% | 2935 |
|
|
2020
Q2 | $5K | Hold |
330
| – | – | ﹤0.01% | 2963 |
|
|
2020
Q1 | $4K | Hold |
330
| – | – | ﹤0.01% | 2874 |
|
|
2019
Q4 | $6K | Sell |
330
-45
| -12% | -$818 | ﹤0.01% | 2881 |
|
|
2019
Q3 | $6K | Hold |
375
| – | – | ﹤0.01% | 2903 |
|
|
2019
Q2 | $6K | Buy |
+375
| New | +$6K | ﹤0.01% | 2927 |
|