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

AmeriFlex Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.92K	Buy	+75	New	+$2.01K	﹤0.01%	957
2025 Q3	–	Sell	-660	Closed	-$16K	–	1311
2025 Q2	$16K	Hold	660	–	–	0.01%	613
2025 Q1	$14.6K	Hold	660	–	–	0.01%	754
2024 Q4	$15.8K	Buy	+660	New	+$15.4K	0.01%	679

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AmeriFlex Group's SCHX Position: Q1 2026 in Review

AmeriFlex Group opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 75 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in SCHX as recently as Q2 2025.

AmeriFlex Group first reported a position in SCHX in Q4 2024 and has held it in 4 quarters since. The position peaked at $16K in Q2 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

AmeriFlex Group held 75 shares of Schwab US Large- Cap ETF worth $1.92K as of Q1 2026.
Schwab US Large- Cap ETF was a new AmeriFlex Group position in Q1 2026.
Schwab US Large- Cap ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #957 holding.
AmeriFlex Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 4 quarters since.
AmeriFlex Group's Schwab US Large- Cap ETF position peaked at $16K in Q2 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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