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

Amara Financial’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 		$250K Buy
8,495
+21
+0.2% +$600 0.15% 43
2026
Q1 		$217K Buy
8,474
+23
+0.3% +$617 0.15% 45
2025
Q4 		$227K Buy
8,451
+26
+0.3% +$694 0.16% 46
2025
Q3 		$222K Buy
8,425
+1
+0% +$25 0.16% 46
2025
Q2 		$206K Buy
+8,424
New +$190K 0.18% 43
2025
Q1 		– Sell
-8,857
Closed -$205K – 49
2024
Q4 		$205K Buy
+8,857
New +$206K 0.19% 46

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

Amara Financial's SCHX Position: Q2 2026 in Review

Amara Financial increased its Schwab US Large- Cap ETF (SCHX) stake by 0.25% in Q2 2026, buying an estimated $600 and bringing the position to 8,495 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #43.

Amara Financial first reported a position in SCHX in Q4 2024 and has held it in 6 quarters since. 1,593 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Amara Financial held 8,495 shares of Schwab US Large- Cap ETF worth $250K as of Q2 2026.
  • Amara Financial bought 21 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $600.
  • Schwab US Large- Cap ETF made up 0.15% of Amara Financial's portfolio in Q2 2026, its #43 holding.
  • Amara Financial first reported a position in Schwab US Large- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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