Ameritas Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$509K	Buy	+17,576	New	+$492K	0.01%	783
2025 Q4	–	Sell	-4,097	Closed	-$105K	–	1905
2025 Q3	$105K	Sell	4,097 -8,478	-67%	-$210K	0.01%	819
2025 Q2	$300K	Sell	12,575 -2,230	-15%	-$49.1K	0.02%	628
2025 Q1	$323K	Sell	14,805 -3,064	-17%	-$69.7K	0.01%	683
2024 Q4	$406K	Buy	17,869 +3,841	+27%	+$87.7K	0.01%	640
2024 Q3	$311K	Sell	14,028 -1,968	-12%	-$42K	0.01%	673
2024 Q2	$335K	Sell	15,996 -1,911	-11%	-$38.7K	0.01%	701
2024 Q1	$361K	Buy	17,907 +4,368	+32%	+$84.5K	0.01%	651
2023 Q4	$252K	Buy	13,539 +1,392	+11%	+$24K	0.01%	598
2023 Q3	$202K	Buy	+12,147	New	+$210K	0.01%	754
2023 Q2	–	Sell	-12,777	Closed	-$205K	–	2170
2023 Q1	$205K	Buy	+12,777	New	+$200K	0.01%	765

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ameritas Advisory Services's SCHB Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 17,576 shares worth $509K. The stake represents 0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SCHB as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SCHB in Q1 2023 and has held it in 11 quarters since. 1,394 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Ameritas Advisory Services held 17,576 shares of Schwab US Broad Market ETF worth $509K as of Q2 2026.
Schwab US Broad Market ETF was a new Ameritas Advisory Services position in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #783 holding.
Ameritas Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2023 and has held it in 11 quarters since.
1,394 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.