Ameritas Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ameritas Investment Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-43,695	Closed	-$1.27M	–	3306
2026 Q1	$1.27M	Sell	43,695 -4,541	-9%	-$136K	0.04%	516
2025 Q4	$1.37M	Buy	48,236 +9,903	+26%	+$280K	0.04%	481
2025 Q3	$1.07M	Buy	+38,333	New	+$1.03M	0.03%	583
2020 Q4	–	Sell	-2,320	Closed	-$39K	–	3102
2020 Q3	$39K	Hold	2,320	–	–	﹤0.01%	1997
2020 Q2	$37K	Hold	2,320	–	–	﹤0.01%	2014
2020 Q1	$29K	Buy	+2,320	New	+$39.4K	﹤0.01%	1974

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ameritas Investment Partners's SCHA Position: Q2 2026 in Review

Ameritas Investment Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 43,695 shares — an estimated $1.27M sold.

Ameritas Investment Partners first reported a position in SCHA in Q1 2020 and held it in 6 quarters. The position peaked at $1.37M in Q4 2025. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Ameritas Investment Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Ameritas Investment Partners sold 43,695 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.27M.
Ameritas Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 6 quarters.
Ameritas Investment Partners's Schwab U.S Small- Cap ETF position peaked at $1.37M in Q4 2025.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.