Amara Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Amara Financial’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7M	Sell	315,465 -451	-0.1%	-$14.9K	6.39%	5
2026 Q1	$9.2M	Buy	315,916 +74,652	+31%	+$2.32M	6.34%	5
2025 Q4	$7.87M	Sell	241,264 -237	-0.1%	-$7.71K	5.45%	5
2025 Q3	$7.71M	Sell	241,501 -353	-0.1%	-$10.8K	5.68%	5
2025 Q2	$7.06M	Buy	241,854 +101,722	+73%	+$2.69M	6.22%	5
2025 Q1	$3.51M	Buy	140,132 +38,327	+38%	+$1.05M	3.24%	10
2024 Q4	$2.84M	Sell	101,805 -983	-1%	-$26.9K	2.62%	11
2024 Q3	$2.68M	Buy	+102,788	New	+$2.59M	2.56%	11

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Amara Financial's SCHG Position: Q2 2026 in Review

Amara Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.14% in Q2 2026, selling an estimated $14.9K and leaving 315,465 shares worth $10.7M. The position accounts for 6.39% of the portfolio, ranked #5.

Amara Financial first reported a position in SCHG in Q3 2024 and has held it in 8 quarters since. 1,673 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Amara Financial held 315,465 shares of Schwab US Large-Cap Growth ETF worth $10.7M as of Q2 2026.
Amara Financial sold 451 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $14.9K.
Schwab US Large-Cap Growth ETF made up 6.39% of Amara Financial's portfolio in Q2 2026, its #5 holding.
Amara Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,673 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.