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AmeriFlex Group’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

AmeriFlex Group’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48K Hold
2,068
– – 0.02% 427
2025
Q4 		$48.3K Buy
+2,068
New +$48.6K 0.03% 430
2025
Q3 		– Sell
-306
Closed -$7.1K – 1313
2025
Q2 		$7.1K Hold
306
– – ﹤0.01% 771
2025
Q1 		$7.09K Sell
306
-578
-65% -$13.2K ﹤0.01% 933
2024
Q4 		$20.2K Buy
+884
New +$20.4K 0.01% 623

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AmeriFlex Group's SCHZ Position: Q1 2026 in Review

AmeriFlex Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 2,068 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #427.

AmeriFlex Group first reported a position in SCHZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $48.3K in Q4 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • AmeriFlex Group held 2,068 shares of Schwab US Aggregate Bond ETF worth $48K as of Q1 2026.
  • AmeriFlex Group left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
  • Schwab US Aggregate Bond ETF made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #427 holding.
  • AmeriFlex Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • AmeriFlex Group's Schwab US Aggregate Bond ETF position peaked at $48.3K in Q4 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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