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Ameritas Advisory Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ameritas Advisory Services’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.39M Buy
+60,233
New +$1.39M 0.03% 456
2025
Q4 		– Sell
-301
Closed -$7.07K – 1909
2025
Q3 		$7.07K Sell
301
-8,486
-97% -$197K ﹤0.01% 1752
2025
Q2 		$204K Buy
+8,787
New +$202K 0.01% 732
2025
Q1 		– Sell
-9,051
Closed -$205K – 902
2024
Q4 		$205K Sell
9,051
-1,847
-17% -$42.7K 0.01% 831
2024
Q3 		$259K Sell
10,898
-2,482
-19% -$58.1K 0.01% 727
2024
Q2 		$305K Sell
13,380
-768
-5% -$17.4K 0.01% 720
2024
Q1 		$323K Buy
14,148
+522
+4% +$12K 0.01% 683
2023
Q4 		$317K Sell
13,626
-428
-3% -$9.57K 0.02% 539
2023
Q3 		$311K Buy
+14,054
New +$318K 0.02% 624
2023
Q2 		– Sell
-20,738
Closed -$486K – 2177
2023
Q1 		$486K Sell
20,738
-5,604
-21% -$130K 0.02% 483
2022
Q4 		$601K Buy
26,342
+5,428
+26% +$124K 0.03% 486
2022
Q3 		$474K Buy
20,914
+850
+4% +$20.2K 0.03% 449
2022
Q2 		$480K Buy
20,064
+482
+2% +$11.7K 0.03% 467
2022
Q1 		$495K Buy
19,582
+2,658
+16% +$69K 0.02% 504
2021
Q4 		$456K Buy
+16,924
New +$458K 0.02% 524

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Ameritas Advisory Services opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 60,233 shares worth $1.39M. The stake represents 0.03% of the portfolio and ranks #456 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SCHZ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SCHZ in Q4 2021 and has held it in 15 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Ameritas Advisory Services held 60,233 shares of Schwab US Aggregate Bond ETF worth $1.39M as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Ameritas Advisory Services position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #456 holding.
  • Ameritas Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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