Ameritas Advisory Services, LLC Schwab Strategic Tr Us Large C Transaction History

Ameritas Advisory Services, LLC

$2.24 Billion
Q3 2024

A detailed history of Ameritas Advisory Services, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ameritas Advisory Services, LLC holds 4,193 shares of SCHV stock, worth $109,982. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,193

Previous 5,423 22.68%

Holding current value

$109,982

Previous $401,000 16.21%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$73.43 - $80.37 $90,318 - $98,855	-1,230 Reduced 22.68%	4,193 $336,000
Q2 2024 Jul 29, 2024	BUY	$71.74 - $75.86 $27,619 - $29,206	385 Added 7.64%	5,423 $401,000
Q1 2024 May 14, 2024	BUY	$68.82 - $75.98 $99,513 - $109,867	1,446 Added 40.26%	5,038 $382,000
Q4 2023 Feb 14, 2024	SELL	$61.16 - $70.24 $79,997 - $91,873	-1,308 Reduced 26.69%	3,592 $251,000
Q3 2023 Nov 13, 2023	BUY	$64.45 - $69.39 $315,805 - $340,011	4,900 New	4,900 $315,000
Q1 2023 Apr 28, 2023	BUY	$62.59 - $69.3 $108,280 - $119,889	1,730 Added 39.62%	6,097 $399,000
Q4 2022 Feb 10, 2023	BUY	$59.13 - $69.24 $258,220 - $302,371	4,367 New	4,367 $288,000

Others Institutions Holding SCHV

# of Institutions

836

Shares Held

112M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

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 Strategic Tr Us Large C Transaction History