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Ameritas Investment Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Ameritas Investment Partners’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42K Buy
+98
New +$2.42K ﹤0.01% 3143
2020
Q4 		– Sell
-3,046
Closed -$89K – 3108
2020
Q3 		$89K Hold
3,046
– – ﹤0.01% 1499
2020
Q2 		$89K Hold
3,046
– – ﹤0.01% 1485
2020
Q1 		$89K Buy
+3,046
New +$86.1K 0.01% 1345

Other funds holding SCHR

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

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

Ameritas Investment Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2026: 98 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #3143 among its holdings. This is a return to the name: Ameritas Investment Partners previously reported a position in SCHR as recently as Q3 2020.

Ameritas Investment Partners first reported a position in SCHR in Q1 2020 and has held it in 4 quarters since. The position peaked at $89K in Q3 2020. 507 funds tracked by Wall St. Rank hold SCHR as of Q2 2026.

  • Ameritas Investment Partners held 98 shares of Schwab Intermediately-Term US Treasury ETF worth $2.42K as of Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF was a new Ameritas Investment Partners position in Q2 2026.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #3143 holding.
  • Ameritas Investment Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2020 and has held it in 4 quarters since.
  • Ameritas Investment Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $89K in Q3 2020.
  • 507 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2026.

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