Ameritas Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Ameritas Investment Partners’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	$8.29K	Buy	282 +1	+0.4%	+$29	﹤0.01%	3042
2026 Q1	$7.21K	Buy	281 +1	+0.4%	+$27	﹤0.01%	2927
2025 Q4	$7.54K	Buy	280 +1	+0.4%	+$27	﹤0.01%	2968
2025 Q3	$7.36K	Hold	279	–	–	﹤0.01%	3004
2025 Q2	$6.81K	Buy	279 +1	+0.4%	+$23	﹤0.01%	3064
2025 Q1	$6.13K	Buy	+278	New	+$6.47K	﹤0.01%	2932
2020 Q4	–	Sell	-7,140	Closed	-$95K	–	3109
2020 Q3	$95K	Hold	7,140	–	–	﹤0.01%	1458
2020 Q2	$88K	Hold	7,140	–	–	﹤0.01%	1489
2020 Q1	$72K	Buy	+7,140	New	+$86.7K	﹤0.01%	1456

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

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

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 Investment Partners's SCHX Position: Q2 2026 in Review

Ameritas Investment Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 0.36% in Q2 2026, buying an estimated $29 and bringing the position to 282 shares worth $8.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Ameritas Investment Partners first reported a position in SCHX in Q1 2020 and has held it in 9 quarters since. The position peaked at $95K in Q3 2020. 1,609 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Ameritas Investment Partners held 282 shares of Schwab US Large- Cap ETF worth $8.29K as of Q2 2026.
Ameritas Investment Partners bought 1 Schwab US Large- Cap ETF share in Q2 2026, an estimated $29.
Schwab US Large- Cap ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #3042 holding.
Ameritas Investment Partners first reported a position in Schwab US Large- Cap ETF in Q1 2020 and has held it in 9 quarters since.
Ameritas Investment Partners's Schwab US Large- Cap ETF position peaked at $95K in Q3 2020.
1,609 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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