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AmeriFlex Group’s Schwab US Broad Market ETF SCHB Stock Holding History

AmeriFlex Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Buy
4,037
+62
+2% +$1.74K 0.05% 308
2026
Q1 		$99.8K Hold
3,975
– – 0.05% 277
2025
Q4 		$104K Sell
3,975
-3,975
-50% -$103K 0.05% 268
2025
Q3 		$204K Buy
+7,950
New +$197K 0.08% 207
2025
Q2 		– Sell
-5,175
Closed -$111K – 1254
2025
Q1 		$111K Hold
5,175
– – 0.05% 322
2024
Q4 		$121K Buy
+5,175
New +$118K 0.06% 272

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

AmeriFlex Group's SCHB Position: Q2 2026 in Review

AmeriFlex Group increased its Schwab US Broad Market ETF (SCHB) stake by 1.6% in Q2 2026, buying an estimated $1.74K and bringing the position to 4,037 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #308.

AmeriFlex Group first reported a position in SCHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $204K in Q3 2025. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • AmeriFlex Group held 4,037 shares of Schwab US Broad Market ETF worth $117K as of Q2 2026.
  • AmeriFlex Group bought 62 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.74K.
  • Schwab US Broad Market ETF made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #308 holding.
  • AmeriFlex Group first reported a position in Schwab US Broad Market ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Schwab US Broad Market ETF position peaked at $204K in Q3 2025.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.