Ameritas Advisory Services’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,479	Closed	-$125K	–	2784
2025 Q2	$125K	Buy	+5,479	New	+$122K	0.01%	900

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Gunma Bank Gunma, Japan $319M AUM 1.17% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Ameritas Advisory Services's SCHI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2025, closing a stake of 5,479 shares — an estimated $125K sold.

Ameritas Advisory Services first reported a position in SCHI in Q2 2025 and held it in 1 quarter. The position peaked at $125K in Q2 2025. 223 funds tracked by Wall St. Rank hold SCHI as of Q3 2025.

Ameritas Advisory Services reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,479 Schwab 5-10 Year Corporate Bond ETF shares in Q3 2025, an estimated $125K.
Ameritas Advisory Services first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
Ameritas Advisory Services's Schwab 5-10 Year Corporate Bond ETF position peaked at $125K in Q2 2025.
223 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.