A detailed history of Ameritas Investment Partners, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Ameritas Investment Partners, Inc. holds 15,131 shares of SCHW stock, worth $1.22 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,131
Previous 15,710 3.69%
Holding current value
$1.22 Million
Previous $1.16 Million 15.3%
% of portfolio
0.03%
Previous 0.04%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$61.74 - $76.08 $35,747 - $44,050
-579 Reduced 3.69%
15,131 $980,000
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $27,101 - $30,534
-387 Reduced 2.4%
15,710 $1.16 Million
Q1 2024

May 13, 2024

SELL
$61.89 - $72.38 $27,231 - $31,847
-440 Reduced 2.66%
16,097 $1.16 Million
Q4 2023

Feb 14, 2024

SELL
$49.33 - $70.98 $30,781 - $44,291
-624 Reduced 3.64%
16,537 $1.14 Million
Q3 2023

Nov 13, 2023

SELL
$54.2 - $67.94 $25,203 - $31,592
-465 Reduced 2.64%
17,161 $942,000
Q2 2023

Aug 11, 2023

SELL
$47.37 - $57.14 $47,180 - $56,911
-996 Reduced 5.35%
17,626 $999,000
Q4 2022

Feb 13, 2023

SELL
$67.43 - $83.26 $16,857 - $20,815
-250 Reduced 1.32%
18,622 $1.55 Million
Q2 2022

Aug 12, 2022

SELL
$59.99 - $83.83 $18,416 - $25,735
-307 Reduced 1.6%
18,872 $1.19 Million
Q1 2022

May 13, 2022

SELL
$75.69 - $95.53 $40,115 - $50,630
-530 Reduced 2.69%
19,179 $1.62 Million
Q4 2021

Feb 11, 2022

SELL
$73.23 - $85.82 $37,127 - $43,510
-507 Reduced 2.51%
19,709 $1.66 Million
Q3 2021

Nov 15, 2021

SELL
$66.68 - $77.38 $18,203 - $21,124
-273 Reduced 1.33%
20,216 $1.47 Million
Q2 2021

Aug 06, 2021

SELL
$63.69 - $76.01 $14,139 - $16,874
-222 Reduced 1.07%
20,489 $1.49 Million
Q1 2021

May 14, 2021

SELL
$51.54 - $67.65 $51,127 - $67,108
-992 Reduced 4.57%
20,711 $1.35 Million
Q4 2020

Feb 12, 2021

BUY
$36.75 - $53.04 $140,789 - $203,196
3,831 Added 21.44%
21,703 $1.15 Million
Q3 2020

Nov 13, 2020

SELL
$33.02 - $36.28 $20,307 - $22,312
-615 Reduced 3.33%
17,872 $648,000
Q2 2020

Aug 05, 2020

SELL
$31.75 - $42.82 $5,270 - $7,108
-166 Reduced 0.89%
18,487 $624,000
Q1 2020

May 13, 2020

SELL
$28.43 - $49.0 $12,025 - $20,727
-423 Reduced 2.22%
18,653 $627,000
Q4 2019

Feb 13, 2020

SELL
$35.1 - $51.07 $18,252 - $26,556
-520 Reduced 2.65%
19,076 $907,000
Q3 2019

Nov 14, 2019

SELL
$36.12 - $44.28 $35,794 - $43,881
-991 Reduced 4.81%
19,596 $820,000
Q2 2019

Aug 14, 2019

SELL
$39.15 - $46.26 $37,505 - $44,317
-958 Reduced 4.45%
20,587 $827,000
Q1 2019

May 15, 2019

BUY
$40.72 - $47.98 $13,234 - $15,593
325 Added 1.53%
21,545 $921,000
Q4 2018

Feb 12, 2019

SELL
$38.25 - $52.17 $24,594 - $33,545
-643 Reduced 2.94%
21,220 $881,000
Q3 2018

Nov 13, 2018

SELL
$49.15 - $54.22 $30,817 - $33,995
-627 Reduced 2.79%
21,863 $1.08 Million
Q2 2018

Aug 13, 2018

SELL
$50.11 - $59.59 $109,340 - $130,025
-2,182 Reduced 8.84%
22,490 $1.15 Million
Q1 2018

May 15, 2018

SELL
$48.9 - $57.76 $56,479 - $66,712
-1,155 Reduced 4.47%
24,672 $1.29 Million
Q4 2017

Feb 14, 2018

SELL
$43.27 - $52.28 $69,924 - $84,484
-1,616 Reduced 5.89%
25,827 $1.33 Million
Q2 2017

Aug 15, 2017

BUY
N/A
27,443
27,443 $1.18 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $147B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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