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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Wealth Partners's SCHG Position: Q1 2026 in Review

Insight Wealth Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q1 2026, selling an estimated $33.3K and leaving 39,683 shares worth $1.16M. The position accounts for 0.16% of the portfolio, ranked #47.

Insight Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Insight Wealth Partners held 39,683 shares of Schwab US Large-Cap Growth ETF worth $1.16M as of Q1 2026.
Insight Wealth Partners sold 1,072 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $33.3K.
Schwab US Large-Cap Growth ETF made up 0.16% of Insight Wealth Partners's portfolio in Q1 2026, its #47 holding.
Insight Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Insight Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $1.36M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.