AG
SCHW

AmeriFlex Group’s Charles Schwab SCHW Stock Holding History

AmeriFlex Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.91K Buy
64
+60
+1,500% +$5.47K ﹤0.01% 1003
2026
Q1 		$376 Hold
4
– – ﹤0.01% 1034
2025
Q4 		$400 Sell
4
-4
-50% -$379 ﹤0.01% 1066
2025
Q3 		$764 Sell
8
-28
-78% -$2.66K ﹤0.01% 1018
2025
Q2 		$3.22K Hold
36
– – ﹤0.01% 899
2025
Q1 		$2.82K Hold
36
– – ﹤0.01% 1093
2024
Q4 		$2.98K Buy
+36
New +$2.69K ﹤0.01% 989

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AmeriFlex Group's SCHW Position: Q2 2026 in Review

AmeriFlex Group increased its Charles Schwab (SCHW) stake by 1,500% in Q2 2026, buying an estimated $5.47K and bringing the position to 64 shares worth $5.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

AmeriFlex Group first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. 2,311 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • AmeriFlex Group held 64 shares of Charles Schwab worth $5.91K as of Q2 2026.
  • AmeriFlex Group bought 60 Charles Schwab shares in Q2 2026, an estimated $5.47K.
  • Charles Schwab made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1003 holding.
  • AmeriFlex Group first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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