Ameritas Investment Partners, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1055980 LINCOLN, NE

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,405,001

-$88,653 QoQ

Shares Held

14,950

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Ameritas Investment Partners, Inc. holds $25,615,019 across 26 Capital Markets names. SCHW ranks #7 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	42,133	$6,933,826
2	SF	Stifel Financial Corp	49,715	$3,674,932
3	HLI	Houlihan Lokey, Inc.	17,161	$2,464,662
4	GS	Goldman Sachs Group Inc	2,684	$2,270,637
5	EVR	Evercore Inc.	7,125	$2,126,883
6	JEF	Jefferies Financial Group Inc.	46,617	$1,923,882
7	SCHW	Schwab Charles Corp This page	14,950	$1,405,001
8	SNEX	StoneX Group Inc.	5,968	$721,978

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,405,001	14,950	0.0%	Shares	Other	2026-05-13
2025-12-31	$1,493,654	14,950	-3.9%	Shares	Other	2026-02-11
2025-09-30	$1,484,844	15,553	-3.5%	Shares	Other	2025-11-10
2025-06-30	$1,470,880	16,121	-0.7%	Shares	Other	2025-08-12
2025-03-31	$1,270,875	16,235	+11.5%	Shares	Other	2025-05-12
2024-12-31	$1,078,029	14,566	-3.7%	Shares	Other	2025-02-13
2024-09-30	$980,640	15,131	-3.7%	Shares	Other	2024-11-13
2024-06-30	$1,157,669	15,710	-2.4%	Shares	Other	2024-08-13
2024-03-31	$1,164,456	16,097	-2.7%	Shares	Other	2024-05-13
2023-12-31	$1,137,745	16,537	-3.6%	Shares	Other	2024-02-14
2023-09-30	$942,138	17,161	-2.6%	Shares	Other	2023-11-13
2023-06-30	$999,041	17,626	-5.3%	Shares	Other	2023-08-11
2023-03-31	$975,420	18,622	0.0%	Shares	Other	2023-05-10
2022-12-31	$1,550,467	18,622	-1.3%	Shares	Other	2023-02-13
2022-09-30	$1,356,330	18,872	0.0%	Shares	Other	2022-11-14
2022-06-30	$1,192,332	18,872	-1.6%	Shares	Other	2022-08-12
2022-03-31	$1,616,981	19,179	-2.7%	Shares	Other	2022-05-13
2021-12-31	$1,657,526	19,709	-2.5%	Shares	Other	2022-02-11
2021-09-30	$1,472,533	20,216	-1.3%	Shares	Other	2021-11-15
2021-06-30	$1,491,804	20,489	-1.1%	Shares	Other	2021-08-06
2021-03-31	$1,349,942	20,711	-4.6%	Shares	Other	2021-05-14
2020-12-31	$1,151,127	21,703	+21.4%	Shares	Other	2021-02-12
2020-09-30	$647,502	17,872	-3.3%	Shares	Other	2020-11-13
2020-06-30	$623,751	18,487	-0.9%	Shares	Other	2020-08-05
2020-03-31	$627,113	18,653	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.