Ameritas Investment Partners
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Ameritas Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Ameritas Investment Partners’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 		$326K Buy
14,086
+758
+6% +$17.5K 0.01% 1100
2026
Q1 		$309K Sell
13,328
-208
-2% -$4.87K 0.01% 1027
2025
Q4 		$316K Buy
13,536
+122
+0.9% +$2.87K 0.01% 998
2025
Q3 		$315K Sell
13,414
-2,062
-13% -$47.9K 0.01% 993
2025
Q2 		$360K Sell
15,476
-5,131
-25% -$118K 0.01% 974
2025
Q1 		$477K Sell
20,607
-2,219
-10% -$50.8K 0.02% 836
2024
Q4 		$518K Buy
22,826
+1,266
+6% +$29.2K 0.02% 818
2024
Q3 		$512K Sell
21,560
-168
-0.8% -$3.93K 0.02% 827
2024
Q2 		$495K Buy
21,728
+96
+0.4% +$2.18K 0.02% 804
2024
Q1 		$498K Sell
21,632
-2,948
-12% -$67.8K 0.02% 817
2023
Q4 		$573K Sell
24,580
-2,350
-9% -$52.6K 0.02% 762
2023
Q3 		$596K Sell
26,930
-92
-0.3% -$2.08K 0.02% 718
2023
Q2 		$624K Sell
27,022
-1,542
-5% -$35.9K 0.02% 718
2023
Q1 		$670K Sell
28,564
-98
-0.3% -$2.28K 0.03% 694
2022
Q4 		$654K Buy
+28,662
New +$653K 0.03% 712

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
Avantax Planning Partners
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 $1.73B AUM 11.35% 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 22.9% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

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

Ameritas Investment Partners increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5.7% in Q2 2026, buying an estimated $17.5K and bringing the position to 14,086 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1100.

Ameritas Investment Partners first reported a position in SCHZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $670K in Q1 2023. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Ameritas Investment Partners held 14,086 shares of Schwab US Aggregate Bond ETF worth $326K as of Q2 2026.
  • Ameritas Investment Partners bought 758 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1100 holding.
  • Ameritas Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Ameritas Investment Partners's Schwab US Aggregate Bond ETF position peaked at $670K in Q1 2023.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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