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Ameritas Investment Partners, Inc.: SCHW position timeline

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

Ameritas Investment Partners, Inc. held 26,341 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,341 shares
    Change vs previous 13F +1,784 shares

    0.03% of the 13F portfolio, value $2,430,528.

    13F-HR 0001055980-26-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 14,022 shares
    • Ameritas Advisory Services, LLC: 12,319 shares

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

  2. period ended2026-03-31
    13F 24,557 shares
    Change vs previous 13F +4,321 shares

    0.04% of the 13F portfolio, value $2,307,871.

    13F-HR 0001055980-26-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 14,950 shares
    • Ameritas Advisory Services, LLC: 9,607 shares

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

  3. period ended2025-12-31
    13F 20,236 shares
    Change vs previous 13F -1,650 shares

    0.03% of the 13F portfolio, value $2,021,793.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 14,950 shares
    • Ameritas Advisory Services, LLC: 5,286 shares

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

  4. period ended2025-09-30
    13F 21,886 shares
    Change vs previous 13F -2,195 shares

    0.04% of the 13F portfolio, value $2,089,488.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 15,553 shares
    • Ameritas Advisory Services, LLC: 6,333 shares

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

  5. period ended2025-06-30
    13F 24,081 shares
    Change vs previous 13F +2,121 shares

    0.04% of the 13F portfolio, value $2,197,173.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 16,121 shares
    • Ameritas Advisory Services, LLC: 7,960 shares

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

  6. period ended2025-03-31
    13F 21,960 shares
    Change vs previous 13F +1,692 shares

    0.03% of the 13F portfolio, value $1,707,322.

    13F-HR 0001055980-25-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 16,235 shares
    • Ameritas Advisory Services, LLC: 5,725 shares

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

  7. period ended2024-12-31
    13F 20,268 shares
    Change vs previous 13F +5,137 shares

    0.03% of the 13F portfolio, value $1,500,045.

    13F-HR 0001055980-25-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 14,566 shares
    • Ameritas Advisory Services, LLC: 5,702 shares

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

  8. period ended2024-09-30
    13F 15,131 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $980,640.

    13F-HR 0001055980-24-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 15,131 shares
    • Ameritas Advisory Services, LLC: 0 shares

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