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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AmeriFlex Group's SCHW Position: Q1 2026 in Review

AmeriFlex Group held its Charles Schwab (SCHW) position steady in Q1 2026 at 4 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

AmeriFlex Group first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.22K in Q2 2025. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

AmeriFlex Group held 4 shares of Charles Schwab worth $376 as of Q1 2026.
AmeriFlex Group left its Charles Schwab share count unchanged in Q1 2026.
Charles Schwab made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #1034 holding.
AmeriFlex Group first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's Charles Schwab position peaked at $3.22K in Q2 2025.
2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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