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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Amara Financial's SCHG Position: Q1 2026 in Review

Amara Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q1 2026, buying an estimated $2.32M and bringing the position to 315,916 shares worth $9.2M. The position accounts for 6.34% of the portfolio, ranked #5.

Amara Financial first reported a position in SCHG in Q3 2024 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Amara Financial held 315,916 shares of Schwab US Large-Cap Growth ETF worth $9.2M as of Q1 2026.
  • Amara Financial bought 74,652 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.32M.
  • Schwab US Large-Cap Growth ETF made up 6.34% of Amara Financial's portfolio in Q1 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 7 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Amara Financial's 13F filing for Q1 2026, filed 7 May 2026.