Insight Advisors
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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
Q3 		$964K Buy
26,820
+6,028
+29% +$211K 0.17% 86
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

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Insight Advisors's SCHG Position: Q3 2026 in Review

Insight Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q3 2026, buying an estimated $211K and bringing the position to 26,820 shares worth $964K. The position accounts for 0.17% of the portfolio, ranked #86.

Insight Advisors first reported a position in SCHG in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.54M in Q4 2021. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Insight Advisors held 26,820 shares of Schwab US Large-Cap Growth ETF worth $964K as of Q3 2026.
  • Insight Advisors bought 6,028 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $211K.
  • Schwab US Large-Cap Growth ETF made up 0.17% of Insight Advisors's portfolio in Q3 2026, its #86 holding.
  • Insight Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Insight Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.54M in Q4 2021.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.