Number of Shares
140,132.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
3.24%
Total Estimate Gain
$551,501.18
% of Total Estimate Gain
15.17%

AMARA FINANCIAL, LLC.'s Schwab U.S. Large-Cap Growth ETF Holding Summary

As of 2025-03-31, AMARA FINANCIAL, LLC. held 140,132.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $3.51 Mil. This investment constitutes 3.24% of their stock portfolio, and AMARA FINANCIAL, LLC. now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.

The initial trade took place in 2024Q3. And since then AMARA FINANCIAL, LLC. has made 1 purchases of SCHG, at an average price of $25.77, for a total of 141,115.00 shares. In addition, there have been 1 sales at an average price of $27.37 for 983.00 shares. Based on historical transaction data and SCHG's current price of $29.69, AMARA FINANCIAL, LLC.'s estimated gain on his SCHG holdings is $551,501.18, reflecting a 15.17% gain to date.

AMARA FINANCIAL, LLC. SCHG ($29.69) Holding Chart

AMARA FINANCIAL, LLC. SCHG ($29.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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