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Ameritas Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ameritas Investment Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.7K Buy
558
+173
+45% +$5.49K ﹤0.01% 2817
2026
Q1 		$11.8K Sell
385
-1,286
-77% -$39K ﹤0.01% 2821
2025
Q4 		$45.8K Buy
1,671
+1,027
+159% +$27.9K ﹤0.01% 2192
2025
Q3 		$17.6K Buy
644
+24
+4% +$655 ﹤0.01% 2723
2025
Q2 		$16.4K Hold
620
– – ﹤0.01% 2742
2025
Q1 		$17.3K Sell
620
-205
-25% -$5.71K ﹤0.01% 2616
2024
Q4 		$22.5K Hold
825
– – ﹤0.01% 2583
2024
Q3 		$23.2K Sell
825
-240
-23% -$6.54K ﹤0.01% 2571
2024
Q2 		$27.6K Buy
1,065
+240
+29% +$6.25K ﹤0.01% 2471
2024
Q1 		$22.2K Sell
825
-180
-18% -$4.65K ﹤0.01% 2527
2023
Q4 		$25.5K Hold
1,005
– – ﹤0.01% 2476
2023
Q3 		$23.7K Sell
1,005
-120
-11% -$2.94K ﹤0.01% 2458
2023
Q2 		$27.2K Hold
1,125
– – ﹤0.01% 2396
2023
Q1 		$27.4K Hold
1,125
– – ﹤0.01% 2329
2022
Q4 		$28.3K Hold
1,125
– – ﹤0.01% 2396
2022
Q3 		$24K Buy
1,125
+45
+4% +$1.09K ﹤0.01% 2433
2022
Q2 		$25K Hold
1,080
– – ﹤0.01% 2445
2022
Q1 		$28K Hold
1,080
– – ﹤0.01% 2403
2021
Q4 		$29K Sell
1,080
-45
-4% -$1.17K ﹤0.01% 2467
2021
Q3 		$27K Hold
1,125
– – ﹤0.01% 2538
2021
Q2 		$28K Buy
1,125
+825
+275% +$20.8K ﹤0.01% 2556
2021
Q1 		$7K Sell
300
-30
-9% -$682 ﹤0.01% 2951
2020
Q4 		$7K Hold
330
– – ﹤0.01% 2916
2020
Q3 		$6K Hold
330
– – ﹤0.01% 2935
2020
Q2 		$5K Hold
330
– – ﹤0.01% 2963
2020
Q1 		$4K Hold
330
– – ﹤0.01% 2874
2019
Q4 		$6K Sell
330
-45
-12% -$843 ﹤0.01% 2881
2019
Q3 		$6K Hold
375
– – ﹤0.01% 2903
2019
Q2 		$6K Buy
+375
New +$6.59K ﹤0.01% 2927

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ameritas Investment Partners's SCHD Position: Q2 2026 in Review

Ameritas Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 45% in Q2 2026, buying an estimated $5.49K and bringing the position to 558 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Ameritas Investment Partners first reported a position in SCHD in Q2 2019 and has held it in 29 quarters since. The position peaked at $45.8K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Ameritas Investment Partners held 558 shares of Schwab US Dividend Equity ETF worth $17.7K as of Q2 2026.
  • Ameritas Investment Partners bought 173 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $5.49K.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2817 holding.
  • Ameritas Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 29 quarters since.
  • Ameritas Investment Partners's Schwab US Dividend Equity ETF position peaked at $45.8K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.