Ameritas Advisory Services’s Charles Schwab SCHW Stock Holding History

Ameritas Advisory Services’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	12,319 +2,712	+28%	+$247K	0.02%	522
2026 Q1	$903K	Buy	9,607 +4,321	+82%	+$424K	0.04%	407
2025 Q4	$528K	Sell	5,286 -1,047	-17%	-$99.3K	0.02%	546
2025 Q3	$605K	Sell	6,333 -1,627	-20%	-$154K	0.04%	344
2025 Q2	$726K	Buy	7,960 +2,235	+39%	+$187K	0.04%	418
2025 Q1	$436K	Buy	5,725 +23	+0.4%	+$1.8K	0.02%	603
2024 Q4	$422K	Buy	+5,702	New	+$427K	0.01%	633
2024 Q3	–	Sell	-5,428	Closed	-$400K	–	927
2024 Q2	$400K	Sell	5,428 -319	-6%	-$23.6K	0.02%	649
2024 Q1	$425K	Buy	5,747 +1,015	+21%	+$66.8K	0.02%	597
2023 Q4	$316K	Buy	+4,732	New	+$273K	0.02%	540
2023 Q2	–	Sell	-3,330	Closed	-$176K	–	2175
2023 Q1	$176K	Buy	3,330 +748	+29%	+$54.8K	0.01%	805
2022 Q4	$215K	Buy	+2,582	New	+$200K	0.01%	805
2022 Q2	–	Sell	-3,145	Closed	-$265K	–	851
2022 Q1	$265K	Buy	+3,145	New	+$277K	0.01%	704

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameritas Advisory Services's SCHW Position: Q2 2026 in Review

Ameritas Advisory Services increased its Charles Schwab (SCHW) stake by 28% in Q2 2026, buying an estimated $247K and bringing the position to 12,319 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #522.

Ameritas Advisory Services first reported a position in SCHW in Q1 2022 and has held it in 13 quarters since. 2,306 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Ameritas Advisory Services held 12,319 shares of Charles Schwab worth $1.14M as of Q2 2026.
Ameritas Advisory Services bought 2,712 Charles Schwab shares in Q2 2026, an estimated $247K.
Charles Schwab made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #522 holding.
Ameritas Advisory Services first reported a position in Charles Schwab in Q1 2022 and has held it in 13 quarters since.
2,306 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.