AIP
SCHZ icon

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
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 $1.56T 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Ameritas Investment Partners's SCHZ Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 1.5% in Q1 2026, selling an estimated $4.87K and leaving 13,328 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #1027.

Ameritas Investment Partners first reported a position in SCHZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $670K in Q1 2023. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Ameritas Investment Partners held 13,328 shares of Schwab US Aggregate Bond ETF worth $309K as of Q1 2026.
  • Ameritas Investment Partners sold 208 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $4.87K.
  • Schwab US Aggregate Bond ETF made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1027 holding.
  • Ameritas Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Ameritas Investment Partners's Schwab US Aggregate Bond ETF position peaked at $670K in Q1 2023.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.