Ameritas Advisory Services, LLC SCHD Holdings History
Ameritas Advisory Services, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, Ameritas Advisory Services, LLC held 1.17 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $31.02 Mil. This investment constitutes 1.62% of their stock portfolio, and Ameritas Advisory Services, LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2021Q4. And since then Ameritas Advisory Services, LLC has made 8 purchases of SCHD, at an average price of $54.37, for a total of 2.99 Mil shares. In addition, there have been 6 sales at an average price of $46.93 for 1.82 Mil shares. Based on historical transaction data and SCHD's current price of $27.28, Ameritas Advisory Services, LLC's estimated gain on his SCHD holdings is $-45.26 Mil, reflecting a -27.81% gain to date.
Ameritas Advisory Services, LLC SCHD ($27.28) Holding Chart
Ameritas Advisory Services, LLC SCHD ($27.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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