AG
SCHV

AmeriFlex Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

AmeriFlex Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$424K Buy
12,188
+7,882
+183% +$260K 0.17% 119
2026
Q1 		$131K Buy
4,306
+12
+0.3% +$374 0.07% 231
2025
Q4 		$127K Sell
4,294
-1,480
-26% -$43.3K 0.07% 237
2025
Q3 		$168K Buy
5,774
+3,355
+139% +$95.3K 0.06% 239
2025
Q2 		$66.4K Buy
2,419
+780
+48% +$20.5K 0.03% 329
2025
Q1 		$43.6K Buy
1,639
+721
+79% +$19.4K 0.02% 492
2024
Q4 		$24.9K Buy
+918
New +$24.8K 0.01% 583

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

AmeriFlex Group's SCHV Position: Q2 2026 in Review

AmeriFlex Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 183% in Q2 2026, buying an estimated $260K and bringing the position to 12,188 shares worth $424K. The position accounts for 0.17% of the portfolio, ranked #119.

AmeriFlex Group first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • AmeriFlex Group held 12,188 shares of Schwab US Large-Cap Value ETF worth $424K as of Q2 2026.
  • AmeriFlex Group bought 7,882 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $260K.
  • Schwab US Large-Cap Value ETF made up 0.17% of AmeriFlex Group's portfolio in Q2 2026, its #119 holding.
  • AmeriFlex Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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