Ameritas Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
15,476
-5,131
| -25% | -$119K | 0.01% | 974 |
|
|
2025
Q1 | $477K | Sell |
20,607
-2,219
| -10% | -$51.4K | 0.02% | 836 |
|
|
2024
Q4 | $518K | Buy |
22,826
+1,266
| +6% | +$28.7K | 0.02% | 818 |
|
|
2024
Q3 | $512K | Sell |
21,560
-168
| -0.8% | -$3.99K | 0.02% | 827 |
|
|
2024
Q2 | $495K | Buy |
21,728
+96
| +0.4% | +$2.19K | 0.02% | 804 |
|
|
2024
Q1 | $498K | Sell |
21,632
-2,948
| -12% | -$67.8K | 0.02% | 817 |
|
|
2023
Q4 | $573K | Sell |
24,580
-2,350
| -9% | -$54.8K | 0.02% | 762 |
|
|
2023
Q3 | $596K | Sell |
26,930
-92
| -0.3% | -$2.04K | 0.02% | 718 |
|
|
2023
Q2 | $624K | Sell |
27,022
-1,542
| -5% | -$35.6K | 0.02% | 718 |
|
|
2023
Q1 | $670K | Sell |
28,564
-98
| -0.3% | -$2.3K | 0.03% | 694 |
|
|
2022
Q4 | $654K | Buy |
+28,662
| New | +$654K | 0.03% | 712 |
|