AAS
SCHV

Ameritas Advisory Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Ameritas Advisory Services’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$643K Sell
18,458
-78,420
-81% -$2.58M 0.01% 699
2026
Q1 		$2.95M Sell
96,878
-3,113
-3% -$97K 0.11% 172
2025
Q4 		$2.96M Buy
99,991
+94,169
+1,617% +$2.75M 0.11% 170
2025
Q3 		$169K Sell
5,822
-8,918
-61% -$253K 0.01% 665
2025
Q2 		$408K Sell
14,740
-3,423
-19% -$90K 0.02% 549
2025
Q1 		$480K Sell
18,163
-774
-4% -$20.8K 0.02% 580
2024
Q4 		$494K Buy
18,937
+6,358
+51% +$172K 0.02% 594
2024
Q3 		$337K Sell
12,579
-3,690
-23% -$94.8K 0.01% 651
2024
Q2 		$402K Buy
16,269
+1,155
+8% +$28.5K 0.02% 646
2024
Q1 		$377K Buy
15,114
+4,338
+40% +$104K 0.02% 634
2023
Q4 		$252K Sell
10,776
-3,924
-27% -$85.8K 0.01% 599
2023
Q3 		$316K Buy
+14,700
New +$330K 0.02% 618
2023
Q2 		– Sell
-18,291
Closed -$406K – 2176
2023
Q1 		$406K Buy
18,291
+5,190
+40% +$115K 0.02% 545
2022
Q4 		$288K Buy
+13,101
New +$284K 0.01% 728

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Ameritas Advisory Services reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 81% in Q2 2026, selling an estimated $2.58M and leaving 18,458 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #699.

Ameritas Advisory Services first reported a position in SCHV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.96M in Q4 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Ameritas Advisory Services held 18,458 shares of Schwab US Large-Cap Value ETF worth $643K as of Q2 2026.
  • Ameritas Advisory Services sold 78,420 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $2.58M.
  • Schwab US Large-Cap Value ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #699 holding.
  • Ameritas Advisory Services first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Ameritas Advisory Services's Schwab US Large-Cap Value ETF position peaked at $2.96M in Q4 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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