AmeriFlex Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AmeriFlex Group’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Buy	37,561 +8,416	+29%	+$279K	0.52%	36
2026 Q1	$849K	Buy	29,145 +2,375	+9%	+$73.8K	0.43%	48
2025 Q4	$873K	Sell	26,770 -9,485	-26%	-$308K	0.45%	41
2025 Q3	$1.16M	Buy	36,255 +34,234	+1,694%	+$1.04M	0.43%	40
2025 Q2	$58.3K	Sell	2,021 -38,774	-95%	-$1.03M	0.03%	359
2025 Q1	$1.02M	Sell	40,795 -51,994	-56%	-$1.42M	0.42%	53
2024 Q4	$2.64M	Buy	+92,789	New	+$2.54M	1.21%	14

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AmeriFlex Group's SCHG Position: Q2 2026 in Review

AmeriFlex Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q2 2026, buying an estimated $279K and bringing the position to 37,561 shares worth $1.27M. The position accounts for 0.52% of the portfolio, ranked #36.

AmeriFlex Group first reported a position in SCHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q4 2024. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

AmeriFlex Group held 37,561 shares of Schwab US Large-Cap Growth ETF worth $1.27M as of Q2 2026.
AmeriFlex Group bought 8,416 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $279K.
Schwab US Large-Cap Growth ETF made up 0.52% of AmeriFlex Group's portfolio in Q2 2026, its #36 holding.
AmeriFlex Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Schwab US Large-Cap Growth ETF position peaked at $2.64M in Q4 2024.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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