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Capital Insight Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital Insight Partners’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 		– Sell
-20,262
Closed -$661K – 91
2025
Q4 		$661K Sell
20,262
-1,234
-6% -$40.1K 0.14% 97
2025
Q3 		$686K Sell
21,496
-433
-2% -$13.2K 0.11% 116
2025
Q2 		$641K Sell
21,929
-240
-1% -$6.34K 0.11% 120
2025
Q1 		$555K Sell
22,169
-1,549
-7% -$42.4K 0.1% 126
2024
Q4 		$661K Sell
23,718
-5,130
-18% -$140K 0.11% 124
2024
Q3 		$751K Buy
28,848
+4,480
+18% +$113K 0.13% 110
2024
Q2 		$614K Sell
24,368
-584
-2% -$13.8K 0.12% 116
2024
Q1 		$578K Sell
24,952
-2,368
-9% -$52.4K 0.11% 123
2023
Q4 		$567K Sell
27,320
-412
-1% -$7.97K 0.12% 112
2023
Q3 		$504K Sell
27,732
-1,912
-6% -$36K 0.11% 113
2023
Q2 		$555K Sell
29,644
-96
-0.3% -$1.65K 0.12% 113
2023
Q1 		$485K Buy
29,740
+732
+3% +$11.1K 0.11% 123
2022
Q4 		$403K Sell
29,008
-8,624
-23% -$124K 0.1% 122
2022
Q3 		$525K Sell
37,632
-8,592
-19% -$135K 0.14% 108
2022
Q2 		$670K Sell
46,224
-4,716
-9% -$75.4K 0.16% 109
2022
Q1 		$953K Sell
50,940
-7,860
-13% -$143K 0.19% 109
2021
Q4 		$1.2M Sell
58,800
-6,000
-9% -$120K 0.25% 107
2021
Q3 		$1.2M Sell
64,800
-2,896
-4% -$55.2K 0.26% 108
2021
Q2 		$1.24M Sell
67,696
-776
-1% -$13.4K 0.28% 107
2021
Q1 		$1.11M Buy
68,472
+256
+0.4% +$4.17K 0.27% 111
2020
Q4 		$1.09M Sell
68,216
-3,504
-5% -$53.1K 0.28% 110
2020
Q3 		$1.03M Sell
71,720
-13,376
-16% -$186K 0.29% 107
2020
Q2 		$1.08M Buy
+85,096
New +$992K 0.34% 99

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

Capital Insight Partners's SCHG Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 20,262 shares — an estimated $661K sold.

Capital Insight Partners first reported a position in SCHG in Q2 2020 and held it in 23 quarters. The position peaked at $1.24M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 20,262 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $661K.
  • Capital Insight Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's Schwab US Large-Cap Growth ETF position peaked at $1.24M in Q2 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.