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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
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 $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameritas Advisory Services's SCHZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q4 2025, closing a stake of 301 shares — an estimated $7.07K sold.

Ameritas Advisory Services first reported a position in SCHZ in Q4 2021 and held it in 14 quarters. The position peaked at $601K in Q4 2022. 667 funds tracked by Wall St. Rank hold SCHZ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Schwab US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 301 Schwab US Aggregate Bond ETF shares in Q4 2025, an estimated $7.07K.
  • Ameritas Advisory Services first reported a position in Schwab US Aggregate Bond ETF in Q4 2021 and held it in 14 quarters.
  • Ameritas Advisory Services's Schwab US Aggregate Bond ETF position peaked at $601K in Q4 2022.
  • 667 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.