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 23,720 shares of SCHX stock, worth $566,670. This represents 0.07% of its overall portfolio holdings.

Number of Shares

23,720

Previous 23,781 0.26%

Holding current value

$566,670

Previous $1.53 Million 5.37%

% of portfolio

0.07%

Previous 0.06%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$61.11 - $67.85 $3,727 - $4,138	-61 Reduced 0.26%	23,720 $1.61 Million
Q2 2024 Jul 29, 2024	BUY	$58.7 - $64.78 $96,209 - $106,174	1,639 Added 7.4%	23,781 $1.53 Million
Q1 2024 May 14, 2024	BUY	$55.41 - $62.08 $365,041 - $408,983	6,588 Added 42.36%	22,142 $1.37 Million
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $365,657 - $426,990	-7,544 Reduced 32.66%	15,554 $877,000
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $572,845 - $616,638	11,375 Added 97.03%	23,098 $1.17 Million
Q2 2023 Jul 25, 2023	SELL	$47.67 - $52.37 $712,952 - $783,245	-14,956 Reduced 56.06%	11,723 $613,000
Q1 2023 Apr 28, 2023	SELL	$44.78 - $49.41 $3,761 - $4,150	-84 Reduced 0.31%	26,679 $1.29 Million
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $87,922 - $100,220	2,081 Added 8.43%	26,763 $1.21 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $10,714 - $12,905	253 Added 1.04%	24,682 $1.05 Million
Q2 2022 Aug 10, 2022	BUY	$43.35 - $54.51 $29,174 - $36,685	673 Added 2.83%	24,429 $1.09 Million
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $622,439 - $719,998	12,572 Added 112.41%	23,756 $1.28 Million
Q4 2021 Feb 07, 2022	BUY	$51.9 - $57.29 $580,449 - $640,731	11,184 New	11,184 $1.27 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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