Ameritas Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Buy	387,811 +122,221	+46%	+$4.05M	0.26%	88
2026 Q1	$7.74M	Buy	265,590 +3,412	+1%	+$106K	0.3%	84
2025 Q4	$8.55M	Buy	262,178 +206,216	+368%	+$6.71M	0.32%	74
2025 Q3	$1.79M	Sell	55,962 -144,216	-72%	-$4.4M	0.12%	156
2025 Q2	$5.85M	Sell	200,178 -26,785	-12%	-$708K	0.3%	62
2025 Q1	$5.76M	Buy	226,963 +8,692	+4%	+$238K	0.23%	90
2024 Q4	$6.08M	Sell	218,271 -11,849	-5%	-$324K	0.21%	98
2024 Q3	$5.99M	Sell	230,120 -8,424	-4%	-$212K	0.26%	85
2024 Q2	$6.01M	Buy	238,544 +72,688	+44%	+$1.71M	0.23%	93
2024 Q1	$3.78M	Buy	165,856 +75,364	+83%	+$1.67M	0.16%	131
2023 Q4	$1.89M	Sell	90,492 -124,224	-58%	-$2.4M	0.1%	188
2023 Q3	$3.93M	Buy	214,716 +125,120	+140%	+$2.36M	0.2%	107
2023 Q2	$1.66M	Sell	89,596 -112,288	-56%	-$1.93M	0.21%	105
2023 Q1	$3.28M	Sell	201,884 -2,792	-1%	-$42.4K	0.16%	120
2022 Q4	$2.84M	Buy	204,676 +38,336	+23%	+$551K	0.13%	161
2022 Q3	$2.32M	Buy	166,340 +24,584	+17%	+$385K	0.14%	152
2022 Q2	$2.06M	Buy	141,756 +21,404	+18%	+$342K	0.12%	173
2022 Q1	$2.25M	Sell	120,352 -13,616	-10%	-$248K	0.08%	196
2021 Q4	$2.74M	Buy	+133,968	New	+$2.68M	0.1%	174

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameritas Advisory Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 46% in Q2 2026, buying an estimated $4.05M and bringing the position to 387,811 shares worth $13.1M. The position accounts for 0.26% of the portfolio, ranked #88.

Ameritas Advisory Services first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,659 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Ameritas Advisory Services held 387,811 shares of Schwab US Large-Cap Growth ETF worth $13.1M as of Q2 2026.
Ameritas Advisory Services bought 122,221 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $4.05M.
Schwab US Large-Cap Growth ETF made up 0.26% of Ameritas Advisory Services's portfolio in Q2 2026, its #88 holding.
Ameritas Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,659 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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