Ameritas Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ameritas Advisory Services’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.25M	Buy	77,342 +4,168	+6%	+$125K	0.09%	211
2025 Q4	$2.08M	Buy	73,174 +42,908	+142%	+$1.21M	0.08%	216
2025 Q3	$844K	Sell	30,266 -7,063	-19%	-$189K	0.06%	279
2025 Q2	$944K	Sell	37,329 -46,069	-55%	-$1.09M	0.05%	362
2025 Q1	$2.02M	Sell	83,398 -212	-0.3%	-$5.4K	0.08%	231
2024 Q4	$2.16M	Buy	83,610 +3,932	+5%	+$105K	0.07%	241
2024 Q3	$2.05M	Sell	79,678 -482	-0.6%	-$12K	0.09%	227
2024 Q2	$1.9M	Buy	80,160 +5,768	+8%	+$137K	0.07%	263
2024 Q1	$1.8M	Buy	74,392 +44,578	+150%	+$1.04M	0.07%	253
2023 Q4	$705K	Sell	29,814 -33,870	-53%	-$714K	0.04%	355
2023 Q3	$1.31M	Buy	63,684 +41,888	+192%	+$919K	0.07%	280
2023 Q2	$473K	Sell	21,796 -37,018	-63%	-$772K	0.06%	304
2023 Q1	$1.23M	Sell	58,814 -13,624	-19%	-$293K	0.06%	282
2022 Q4	$1.47M	Sell	72,438 -3,446	-5%	-$70.6K	0.07%	266
2022 Q3	$1.43M	Buy	75,884 +23,526	+45%	+$492K	0.09%	227
2022 Q2	$1.02M	Buy	52,358 +4,504	+9%	+$96.3K	0.06%	287
2022 Q1	$1.13M	Buy	47,854 +2,102	+5%	+$49.6K	0.04%	313
2021 Q4	$1.17M	Buy	+45,752	New	+$1.18M	0.04%	308

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameritas Advisory Services's SCHA Position: Q1 2026 in Review

Ameritas Advisory Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.7% in Q1 2026, buying an estimated $125K and bringing the position to 77,342 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #211.

Ameritas Advisory Services first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Ameritas Advisory Services held 77,342 shares of Schwab U.S Small- Cap ETF worth $2.25M as of Q1 2026.
Ameritas Advisory Services bought 4,168 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $125K.
Schwab U.S Small- Cap ETF made up 0.09% of Ameritas Advisory Services's portfolio in Q1 2026, its #211 holding.
Ameritas Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.