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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
Q2 		$11.6K Buy
393
+318
+424% +$9.08K ﹤0.01% 818
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
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

AmeriFlex Group's SCHX Position: Q2 2026 in Review

AmeriFlex Group increased its Schwab US Large- Cap ETF (SCHX) stake by 424% in Q2 2026, buying an estimated $9.08K and bringing the position to 393 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

AmeriFlex Group first reported a position in SCHX in Q4 2024 and has held it in 5 quarters since. The position peaked at $16K in Q2 2025. 1,604 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • AmeriFlex Group held 393 shares of Schwab US Large- Cap ETF worth $11.6K as of Q2 2026.
  • AmeriFlex Group bought 318 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $9.08K.
  • Schwab US Large- Cap ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #818 holding.
  • AmeriFlex Group first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Schwab US Large- Cap ETF position peaked at $16K in Q2 2025.
  • 1,604 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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