AmeriFlex Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AmeriFlex Group’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 Q1	$1.2M	Buy	38,975 +22,555	+137%	+$684K	0.61%	30
2025 Q4	$450K	Sell	16,420 -9,717	-37%	-$264K	0.23%	97
2025 Q3	$714K	Sell	26,137 -50,714	-66%	-$1.38M	0.27%	74
2025 Q2	$2.03M	Buy	76,851 +29,448	+62%	+$769K	1.07%	18
2025 Q1	$1.33M	Sell	47,403 -830	-2%	-$23.1K	0.54%	42
2024 Q4	$1.34M	Buy	+48,233	New	+$1.37M	0.61%	35

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AmeriFlex Group's SCHD Position: Q1 2026 in Review

AmeriFlex Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 137% in Q1 2026, buying an estimated $684K and bringing the position to 38,975 shares worth $1.2M. The position accounts for 0.61% of the portfolio, ranked #30.

AmeriFlex Group first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q2 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

AmeriFlex Group held 38,975 shares of Schwab US Dividend Equity ETF worth $1.2M as of Q1 2026.
AmeriFlex Group bought 22,555 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $684K.
Schwab US Dividend Equity ETF made up 0.61% of AmeriFlex Group's portfolio in Q1 2026, its #30 holding.
AmeriFlex Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Schwab US Dividend Equity ETF position peaked at $2.03M in Q2 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.