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Schwab U S Large Cap Growth ETF shares owned by Amara Financial

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Amara Financial from 13F filings

Historical chart of Amara Financial investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Amara Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Amara Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 242k 31.91
2025-06-30 $7.1M 242k 29.21
2025-03-31 $3.5M 140k 25.04
2024-12-31 $2.8M 102k 27.87
2024-09-30 $2.7M 26k 104.18

More positions owned by Amara Financial

Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Value Etf (VTV)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Amara Financial

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF