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Equibles

Ameritas Investment Partners, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1055980 LINCOLN, NE
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,293,809
-$111,192 QoQ
Shares Held
14,022
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,107
of 2,314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Ameritas Investment Partners, Inc. holds $30,011,888 across 27 Capital Markets names. SCHW ranks #7 (4.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 41,522 $8,679,758
2 SF
Stifel Financial Corp
 49,854 $3,478,312
3 GS
Goldman Sachs Group Inc
 2,530 $2,558,766
4 EVR
Evercore Inc.
 7,125 $2,432,760
5 HLI
Houlihan Lokey, Inc.
 17,161 $2,301,804
6 JEF
Jefferies Financial Group Inc.
 40,629 $2,030,637
7 SCHW
Schwab Charles Corp
This page 		14,022 $1,293,809
8 HUT
Hut 8 Corp.
 9,380 $1,082,874

All Filings in SCHW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,293,809 14,022
2026-03-31 $1,405,001 14,950
2025-12-31 $1,493,654 14,950
2025-09-30 $1,484,844 15,553
2025-06-30 $1,470,880 16,121
2025-03-31 $1,270,875 16,235
2024-12-31 $1,078,029 14,566
2024-09-30 $980,640 15,131
2024-06-30 $1,157,669 15,710
2024-03-31 $1,164,456 16,097
2023-12-31 $1,137,745 16,537
2023-09-30 $942,138 17,161
2023-06-30 $999,041 17,626
2023-03-31 $975,420 18,622
2022-12-31 $1,550,467 18,622
2022-09-30 $1,356,330 18,872
2022-06-30 $1,192,332 18,872
2022-03-31 $1,616,981 19,179
2021-12-31 $1,657,526 19,709
2021-09-30 $1,472,533 20,216
2021-06-30 $1,491,804 20,489
2021-03-31 $1,349,942 20,711
2020-12-31 $1,151,127 21,703
2020-09-30 $647,502 17,872
2020-06-30 $623,751 18,487
2020-03-31 $627,113 18,653