Ameritas Investment Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $981K | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $999K | Sell |
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|
2023
Q1 | $975K | Hold |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.47M | Sell |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $648K | Sell |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $820K | Sell |
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|
2019
Q2 | $827K | Sell |
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|
2019
Q1 | $921K | Buy |
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|
2018
Q4 | $881K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.15M | Sell |
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|
2018
Q1 | $1.29M | Sell |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.09M | Hold |
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|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.14M | Hold |
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|
2016
Q3 | $909K | Buy |
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|
2016
Q2 | $602K | Buy |
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|
2016
Q1 | $629K | Hold |
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|
2015
Q4 | $740K | Hold |
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|
2015
Q3 | $642K | Buy |
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|
2015
Q2 | $705K | Hold |
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|
2015
Q1 | $658K | Hold |
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|
2014
Q4 | $652K | Hold |
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|
2014
Q3 | $635K | Sell |
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|
2014
Q2 | $616K | Sell |
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|
2014
Q1 | $638K | Sell |
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|
2013
Q4 | $636K | Hold |
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|
2013
Q3 | $517K | Buy |
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