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Ameritas Investment Partners, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ameritas Investment Partners, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Ameritas Investment Partners, Inc. held 1,263,410 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,263,410 shares
    Change vs previous 13F +657,065 shares

    0.46% of the 13F portfolio, value $40,062,706.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 558 shares
    • Ameritas Advisory Services, LLC: 1,262,852 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 606,345 shares
    Change vs previous 13F -180,563 shares

    0.32% of the 13F portfolio, value $18,602,657.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 385 shares
    • Ameritas Advisory Services, LLC: 605,960 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 786,908 shares
    Change vs previous 13F +72,989 shares

    0.36% of the 13F portfolio, value $21,584,892.

    13F-HR 0001901275-26-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 1,671 shares
    • Ameritas Advisory Services, LLC: 785,237 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 713,919 shares
    Change vs previous 13F -457,355 shares

    0.41% of the 13F portfolio, value $19,490,002.

    13F-HR 0001901275-25-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 644 shares
    • Ameritas Advisory Services, LLC: 713,275 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,171,274 shares
    Change vs previous 13F -617,411 shares

    0.61% of the 13F portfolio, value $31,038,763.

    13F-HR 0001901275-25-000012 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 620 shares
    • Ameritas Advisory Services, LLC: 1,170,654 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,788,685 shares
    Change vs previous 13F -385,869 shares

    0.92% of the 13F portfolio, value $49,583,048.

    13F-HR 0001901275-25-000005 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 620 shares
    • Ameritas Advisory Services, LLC: 1,788,065 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,174,554 shares
    Change vs previous 13F +1,488,831 shares

    0.99% of the 13F portfolio, value $59,408,819.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 825 shares
    • Ameritas Advisory Services, LLC: 2,173,729 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 685,723 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $57,964,171.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 275 shares
    • Ameritas Advisory Services, LLC: 685,448 shares

    Acceptance time not in the bulk data set (spec §4.2).