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
Q2 		$704K Buy
20,792
+1,988
+11% +$65.9K 0.12% 106
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Insight Advisors's SCHG Position: Q2 2026 in Review

Insight Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q2 2026, buying an estimated $65.9K and bringing the position to 20,792 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #106.

Insight Advisors first reported a position in SCHG in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.54M in Q4 2021. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Insight Advisors held 20,792 shares of Schwab US Large-Cap Growth ETF worth $704K as of Q2 2026.
  • Insight Advisors bought 1,988 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $65.9K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Insight Advisors's portfolio in Q2 2026, its #106 holding.
  • Insight Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Insight Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.54M in Q4 2021.
  • 1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.