Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,136,674
+$233,809 QoQ
Shares Held
12,319
+28.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,163
of 2,304 holders
Holding Since
Mar 2022
13 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $7,917,996 across 19 Capital Markets names. SCHW ranks #4 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,227 | $3,263,690 | |
| 2 | IREN |
IREN Ltd
|
35,304 | $1,614,451 | |
| 3 | MS |
Morgan Stanley
|
5,441 | $1,137,386 | |
| 4 | SCHW |
Schwab Charles Corp
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|
12,319 | $1,136,674 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
44,733 | $595,396 | |
| 6 | SBET |
Sharplink, Inc.
|
13,696 | $65,740 | |
| 7 | WULF |
Terawulf Inc.
|
1,650 | $40,755 | |
| 8 | AXG |
Solowin Holdings, Ltd.
|
6,150 | $20,110 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,674 | 12,319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $902,865 | 9,607 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $528,124 | 5,286 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $604,611 | 6,333 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $726,270 | 7,960 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $448,153 | 5,725 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $422,005 | 5,702 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $399,989 | 5,428 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $415,737 | 5,747 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $325,561 | 4,732 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $174,425 | 3,330 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $214,977 | 2,582 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $265,154 | 3,145 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||