Ameritas Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History

Ameritas Advisory Services, LLC

$2.36 Billion
Q1 2025

A detailed history of Ameritas Advisory Services, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 14,805 shares of SCHB stock, worth $336,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,805

Previous 17,869 17.15%

Holding current value

$336,517

Previous $405,000 21.48%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$21.23 - $23.75 $65,048 - $72,770	-3,064 Reduced 17.15%	14,805 $318,000
Q4 2024 Jan 15, 2025	BUY	$22.01 - $66.82 $290,377 - $881,556	13,193 Added 282.14%	17,869 $405,000
Q3 2024 Oct 30, 2024	SELL	$59.93 - $66.52 $39,314 - $43,637	-656 Reduced 12.3%	4,676 $311,000
Q2 2024 Jul 29, 2024	SELL	$57.57 - $63.3 $36,672 - $40,322	-637 Reduced 10.67%	5,332 $335,000
Q1 2024 May 14, 2024	BUY	$54.61 - $61.05 $79,512 - $88,888	1,456 Added 32.26%	5,969 $364,000
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $22,091 - $25,942	464 Added 11.46%	4,513 $251,000
Q3 2023 Nov 13, 2023	BUY	$49.59 - $53.57 $200,789 - $216,904	4,049 New	4,049 $201,000
Q1 2023 Apr 28, 2023	BUY	$44.47 - $49.23 $189,397 - $209,670	4,259 New	4,259 $203,000

Others Institutions Holding SCHB

# of Institutions

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Ameritas Advisory Services, LLC Schwab Strategic Tr Us Broad M Transaction History