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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Sell	68,111 -67,159	-50%	-$1.92M	0.04%	365
2026 Q1	$3.47M	Buy	135,270 +2,998	+2%	+$80.4K	0.13%	147
2025 Q4	$3.56M	Buy	132,272 +105,338	+391%	+$2.81M	0.13%	146
2025 Q3	$709K	Sell	26,934 -13,580	-34%	-$345K	0.05%	311
2025 Q2	$990K	Sell	40,514 -26,633	-40%	-$602K	0.05%	344
2025 Q1	$1.51M	Sell	67,147 -828	-1%	-$19.3K	0.06%	290
2024 Q4	$1.58M	Sell	67,975 -3,185	-4%	-$74.2K	0.05%	312
2024 Q3	$1.61M	Sell	71,160 -183	-0.3%	-$3.99K	0.07%	277
2024 Q2	$1.53M	Buy	71,343 +4,917	+7%	+$102K	0.06%	309
2024 Q1	$1.35M	Buy	66,426 +19,764	+42%	+$389K	0.06%	314
2023 Q4	$897K	Sell	46,662 -22,632	-33%	-$397K	0.05%	311
2023 Q3	$1.17M	Buy	69,294 +34,125	+97%	+$599K	0.06%	309
2023 Q2	$608K	Sell	35,169 -44,868	-56%	-$741K	0.08%	252
2023 Q1	$1.29M	Sell	80,037 -252	-0.3%	-$3.97K	0.06%	269
2022 Q4	$1.21M	Buy	80,289 +6,243	+8%	+$94.5K	0.06%	304
2022 Q3	$1.04M	Buy	74,046 +759	+1%	+$11.9K	0.06%	271
2022 Q2	$1.09M	Buy	73,287 +2,019	+3%	+$32.7K	0.06%	275
2022 Q1	$1.28M	Buy	71,268 +4,164	+6%	+$73.7K	0.05%	287
2021 Q4	$1.27M	Buy	+67,104	New	+$1.24M	0.05%	296

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MGIA

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Ameritas Advisory Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 50% in Q2 2026, selling an estimated $1.92M and leaving 68,111 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #365.

Ameritas Advisory Services first reported a position in SCHX in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.56M in Q4 2025. 1,607 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ameritas Advisory Services held 68,111 shares of Schwab US Large- Cap ETF worth $2M as of Q2 2026.
Ameritas Advisory Services sold 67,159 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1.92M.
Schwab US Large- Cap ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #365 holding.
Ameritas Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Schwab US Large- Cap ETF position peaked at $3.56M in Q4 2025.
1,607 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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