Amara Financial, Llc. Schwab Strategic Tr 1 5 Yr C Transaction History

Amara Financial, Llc.

$108 Billion
Q4 2024

A detailed history of Amara Financial, Llc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Amara Financial, Llc. holds 13,439 shares of SCHJ stock, worth $328,852. This represents 0.3% of its overall portfolio holdings.

Number of Shares

13,439

Holding current value

$328,852

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$24.31 - $49.53 $326,702 - $665,633	13,439 New	13,439 $328 Million

Others Institutions Holding SCHJ

# of Institutions

112

Shares Held

4.73M

Call Options Held

Put Options Held

Columbus Macro, LLC

439K
Shares

$10.7 Million
1.54% of portfolio
Meridian Wealth Management, LLC

316K
Shares

$7.74 Million
0.37% of portfolio
White Wing Wealth Management The Wodlands, TX

304K
Shares

$7.44 Million
5.59% of portfolio
Modera Wealth Management, LLC

207K
Shares

$5.05 Million
0.06% of portfolio
Envestnet Asset Management Inc

189K
Shares

$4.63 Million
0.0% of portfolio

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Amara Financial, Llc. Schwab Strategic Tr 1 5 Yr C Transaction History