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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
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Ameritas Advisory Services increased its Schwab US Large- Cap ETF (SCHX) stake by 2.3% in Q1 2026, buying an estimated $80.4K and bringing the position to 135,270 shares worth $3.47M. The position accounts for 0.13% of the portfolio, ranked #147.

Ameritas Advisory Services first reported a position in SCHX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.56M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Ameritas Advisory Services held 135,270 shares of Schwab US Large- Cap ETF worth $3.47M as of Q1 2026.
  • Ameritas Advisory Services bought 2,998 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $80.4K.
  • Schwab US Large- Cap ETF made up 0.13% of Ameritas Advisory Services's portfolio in Q1 2026, its #147 holding.
  • Ameritas Advisory Services first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Schwab US Large- Cap ETF position peaked at $3.56M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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