AG
SCHZ icon

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
Q2 		$47.8K Hold
2,068
– – 0.02% 510
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 $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AmeriFlex Group's SCHZ Position: Q2 2026 in Review

AmeriFlex Group held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 2,068 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #510.

AmeriFlex Group first reported a position in SCHZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $48.3K in Q4 2025. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • AmeriFlex Group held 2,068 shares of Schwab US Aggregate Bond ETF worth $47.8K as of Q2 2026.
  • AmeriFlex Group left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #510 holding.
  • AmeriFlex Group first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Schwab US Aggregate Bond ETF position peaked at $48.3K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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