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

Insight Wealth 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 Q2	$1.34M	Sell	39,603 -80	-0.2%	-$2.65K	0.18%	52
2026 Q1	$1.16M	Sell	39,683 -1,072	-3%	-$33.3K	0.16%	47
2025 Q4	$1.33M	Sell	40,755 -1,812	-4%	-$58.9K	0.18%	40
2025 Q3	$1.36M	Buy	42,567 +1,359	+3%	+$41.4K	0.41%	37
2025 Q2	$1.2M	Sell	41,208 -595	-1%	-$15.7K	0.47%	36
2025 Q1	$1.05M	Sell	41,803 -2,634	-6%	-$72.1K	0.17%	41
2024 Q4	$1.24M	Sell	44,437 -5,267	-11%	-$144K	0.17%	38
2024 Q3	$1.29M	Buy	49,704 +20,900	+73%	+$526K	0.26%	37
2024 Q2	$726K	Buy	28,804 +8,088	+39%	+$191K	0.13%	47
2024 Q1	$480K	Buy	+20,716	New	+$458K	0.08%	60

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Insight Wealth Partners's SCHG Position: Q2 2026 in Review

Insight Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.2% in Q2 2026, selling an estimated $2.65K and leaving 39,603 shares worth $1.34M. The position accounts for 0.18% of the portfolio, ranked #52.

Insight Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Insight Wealth Partners held 39,603 shares of Schwab US Large-Cap Growth ETF worth $1.34M as of Q2 2026.
Insight Wealth Partners sold 80 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $2.65K.
Schwab US Large-Cap Growth ETF made up 0.18% of Insight Wealth Partners's portfolio in Q2 2026, its #52 holding.
Insight Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $1.36M in Q3 2025.
1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.