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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameritas Advisory Services's SCHM Position: Q1 2026 in Review

Ameritas Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q1 2026, buying an estimated $134K and bringing the position to 42,802 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #305.

Ameritas Advisory Services first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.2M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Ameritas Advisory Services held 42,802 shares of Schwab US Mid-Cap ETF worth $1.33M as of Q1 2026.
  • Ameritas Advisory Services bought 4,216 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $134K.
  • Schwab US Mid-Cap ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q1 2026, its #305 holding.
  • Ameritas Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Schwab US Mid-Cap ETF position peaked at $11.2M in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.