Ameritas Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ameritas Advisory Services, LLC

$2.36 Billion
Q1 2025

A detailed history of Ameritas Advisory Services, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 98,885 shares of SCHM stock, worth $2.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

98,885

Previous 118,290 16.4%

Holding current value

$2.69 Million

Previous $3.28 Million 20.96%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$25.58 - $29.24 $496,379 - $567,402	-19,405 Reduced 16.4%	98,885 $2.59 Million
Q4 2024 Jan 15, 2025	BUY	$27.54 - $83.04 $2.54 Million - $7.66 Million	92,300 Added 355.14%	118,290 $3.28 Million
Q3 2024 Oct 30, 2024	SELL	$75.47 - $83.18 $2.09 Million - $2.31 Million	-27,744 Reduced 51.63%	25,990 $2.16 Million
Q2 2024 Jul 29, 2024	BUY	$75.69 - $81.19 $29,292 - $31,420	387 Added 0.73%	53,734 $4.18 Million
Q1 2024 May 14, 2024	BUY	$72.89 - $81.43 $2.77 Million - $3.1 Million	38,041 Added 248.54%	53,347 $4.34 Million
Q4 2023 Feb 14, 2024	SELL	$63.01 - $75.95 $3.06 Million - $3.68 Million	-48,508 Reduced 76.01%	15,306 $1.15 Million
Q3 2023 Nov 13, 2023	BUY	$66.75 - $73.98 $940,240 - $1.04 Million	14,086 Added 28.33%	63,814 $4.32 Million
Q2 2023 Jul 25, 2023	SELL	$65.29 - $71.03 $3.93 Million - $4.27 Million	-60,118 Reduced 54.73%	49,728 $3.53 Million
Q1 2023 Apr 28, 2023	SELL	$64.24 - $73.9 $3.87 Million - $4.46 Million	-60,312 Reduced 35.44%	109,846 $7.45 Million
Q4 2022 Feb 10, 2023	BUY	$61.05 - $69.94 $5.15 Million - $5.9 Million	84,288 Added 98.16%	170,158 $11.2 Million
Q3 2022 Nov 14, 2022	BUY	$60.5 - $72.51 $2.02 Million - $2.42 Million	33,435 Added 63.76%	85,870 $5.2 Million
Q2 2022 Aug 10, 2022	BUY	$60.91 - $76.4 $405,356 - $508,442	6,655 Added 14.54%	52,435 $3.29 Million
Q1 2022 May 04, 2022	BUY	$70.66 - $80.89 $55,185 - $63,175	781 Added 1.74%	45,780 $3.47 Million
Q4 2021 Feb 07, 2022	BUY	$76.01 - $83.39 $3.42 Million - $3.75 Million	44,999 New	44,999 $3.62 Million

Others Institutions Holding SCHM

# of Institutions

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Ameritas Advisory Services, LLC Schwab Strategic U.S. Mid Cap Transaction History