IA
SCHG icon

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

Insight Advisors’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 		$548K Sell
18,804
-431
-2% -$13.4K 0.1% 127
2025
Q4 		$627K Sell
19,235
-1,970
-9% -$64.1K 0.1% 135
2025
Q3 		$677K Sell
21,205
-2,244
-10% -$68.4K 0.1% 129
2025
Q2 		$685K Sell
23,449
-9,653
-29% -$255K 0.11% 118
2025
Q1 		$829K Sell
33,102
-7,408
-18% -$203K 0.14% 97
2024
Q4 		$1.14M Sell
40,510
-18,574
-31% -$508K 0.19% 80
2024
Q3 		$1.54M Sell
59,084
-19,736
-25% -$497K 0.27% 64
2024
Q2 		$1.99M Sell
78,820
-33,692
-30% -$795K 0.36% 46
2024
Q1 		$2.61M Sell
112,512
-55,080
-33% -$1.22M 0.5% 35
2023
Q4 		$3.48M Sell
167,592
-10,908
-6% -$211K 0.73% 18
2023
Q3 		$3.25M Sell
178,500
-4,984
-3% -$93.8K 0.74% 17
2023
Q2 		$3.44M Sell
183,484
-1,736
-0.9% -$29.8K 0.77% 18
2023
Q1 		$3.02M Buy
185,220
+3,840
+2% +$58.3K 0.71% 20
2022
Q4 		$2.5M Sell
181,380
-3,144
-2% -$45.2K 0.87% 22
2022
Q3 		$2.58M Sell
184,524
-3,376
-2% -$52.9K 1.01% 21
2022
Q2 		$3.15M Buy
187,900
+10,576
+6% +$169K 1.07% 19
2022
Q1 		$3.32M Buy
177,324
+4,132
+2% +$75.4K 0.99% 19
2021
Q4 		$3.54M Buy
173,192
+50,480
+41% +$1.01M 1.05% 20
2021
Q3 		$2.53M Buy
122,712
+48,704
+66% +$928K 0.75% 29
2021
Q2 		$1.39M Buy
74,008
+41,192
+126% +$713K 0.44% 57
2021
Q1 		$573K Buy
+32,816
New +$534K 0.18% 146

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

Insight Advisors's SCHG Position: Q1 2026 in Review

Insight Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q1 2026, selling an estimated $13.4K and leaving 18,804 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #127.

Insight Advisors first reported a position in SCHG in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.54M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Insight Advisors held 18,804 shares of Schwab US Large-Cap Growth ETF worth $548K as of Q1 2026.
  • Insight Advisors sold 431 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $13.4K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Insight Advisors's portfolio in Q1 2026, its #127 holding.
  • Insight Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Insight Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.54M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.