Ameritas Advisory Services, LLC Schwab Short Term Us Treasury Transaction History

Ameritas Advisory Services, LLC

$2.78 Billion
Q4 2024

A detailed history of Ameritas Advisory Services, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 17,467 shares of SCHO stock, worth $423,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,467

Previous 12,059 44.85%

Holding current value

$423,749

Previous $590,000 28.81%

% of portfolio

0.02%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$24.06 - $48.88 $130,116 - $264,343	5,408 Added 44.85%	17,467 $420,000
Q3 2024 Oct 30, 2024	BUY	$47.93 - $49.06 $336,852 - $344,793	7,028 Added 139.69%	12,059 $590,000
Q2 2024 Jul 29, 2024	BUY	$47.75 - $48.13 $6,876 - $6,930	144 Added 2.95%	5,031 $242,000
Q1 2024 May 14, 2024	SELL	$48.05 - $48.63 $982,958 - $994,823	-20,457 Reduced 80.72%	4,887 $235,000
Q4 2023 Feb 14, 2024	BUY	$47.66 - $48.45 $86,455 - $87,888	1,814 Added 7.71%	25,344 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$47.78 - $48.2 $1.12 Million - $1.13 Million	23,530 New	23,530 $1.13 Million
Q1 2023 Apr 28, 2023	BUY	$47.8 - $49.0 $127,052 - $130,242	2,658 Added 12.99%	23,114 $1.13 Million
Q4 2022 Feb 10, 2023	BUY	$47.89 - $48.47 $78,970 - $79,927	1,649 Added 8.77%	20,456 $986,000
Q3 2022 Nov 14, 2022	SELL	$48.15 - $49.37 $818 - $839	-17 Reduced 0.09%	18,807 $908,000
Q2 2022 Aug 10, 2022	BUY	$48.73 - $49.59 $917,293 - $933,482	18,824 New	18,824 $926,000

Others Institutions Holding SCHO

# of Institutions

665

Shares Held

345M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ameritas Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ameritas Advisory Services, LLC with notifications on news.

Account

Ameritas Advisory Services, LLC Schwab Short Term Us Treasury Transaction History