Ameritas Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.9M	Buy	105,776 +62,974	+147%	+$2.17M	0.08%	237
2026 Q1	$1.33M	Buy	42,802 +4,216	+11%	+$134K	0.05%	305
2025 Q4	$1.16M	Sell	38,586 -27,948	-42%	-$833K	0.04%	338
2025 Q3	$1.97M	Buy	66,534 +40,648	+157%	+$1.18M	0.13%	143
2025 Q2	$726K	Sell	25,886 -72,999	-74%	-$1.93M	0.04%	419
2025 Q1	$2.67M	Sell	98,885 -19,405	-16%	-$540K	0.11%	183
2024 Q4	$3.28M	Buy	118,290 +40,320	+52%	+$1.15M	0.11%	171
2024 Q3	$2.16M	Sell	77,970 -83,232	-52%	-$2.21M	0.09%	210
2024 Q2	$4.18M	Buy	161,202 +1,161	+0.7%	+$30.4K	0.16%	129
2024 Q1	$4.18M	Buy	160,041 +114,123	+249%	+$2.91M	0.17%	118
2023 Q4	$1.16M	Sell	45,918 -145,524	-76%	-$3.33M	0.06%	250
2023 Q3	$4.27M	Buy	191,442 +42,258	+28%	+$1M	0.21%	94
2023 Q2	$3.51M	Sell	149,184 -180,354	-55%	-$4.06M	0.45%	45
2023 Q1	$7.45M	Sell	329,538 -180,936	-35%	-$4.17M	0.37%	50
2022 Q4	$11.2M	Buy	510,474 +252,864	+98%	+$5.54M	0.52%	40
2022 Q3	$5.2M	Buy	257,610 +100,305	+64%	+$2.24M	0.31%	70
2022 Q2	$3.29M	Buy	157,305 +19,965	+15%	+$461K	0.19%	117
2022 Q1	$3.47M	Buy	137,340 +2,343	+2%	+$58.7K	0.13%	129
2021 Q4	$3.62M	Buy	+134,997	New	+$3.6M	0.13%	130

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ameritas Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 147% in Q2 2026, buying an estimated $2.17M and bringing the position to 105,776 shares worth $3.9M. The position accounts for 0.08% of the portfolio, ranked #237.

Ameritas Advisory Services first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2022. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Ameritas Advisory Services held 105,776 shares of Schwab US Mid-Cap ETF worth $3.9M as of Q2 2026.
Ameritas Advisory Services bought 62,974 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.17M.
Schwab US Mid-Cap ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #237 holding.
Ameritas Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Schwab US Mid-Cap ETF position peaked at $11.2M in Q4 2022.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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