Ameritas Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
RIM
SLI
Ameritas Advisory Services's SCHD Position: Q1 2026 in Review
Ameritas Advisory Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 23% in Q1 2026, selling an estimated $5.44M and leaving 605,960 shares worth $18.6M. The position accounts for 0.72% of the portfolio, ranked #33.
Ameritas Advisory Services first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $69.8M in Q1 2024. 2,045 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.
- Ameritas Advisory Services held 605,960 shares of Schwab US Dividend Equity ETF worth $18.6M as of Q1 2026.
- Ameritas Advisory Services sold 179,277 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.44M.
- Schwab US Dividend Equity ETF made up 0.72% of Ameritas Advisory Services's portfolio in Q1 2026, its #33 holding.
- Ameritas Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
- Ameritas Advisory Services's Schwab US Dividend Equity ETF position peaked at $69.8M in Q1 2024.
- 2,045 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.
Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.