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

Insight Wealth Strategies’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	$269K	Hold	7,896	–	–	0.03%	167
2026 Q1	$230K	Buy	7,896 +2	+0%	+$62	0.03%	169
2025 Q4	$258K	Buy	7,894 +1	+0%	+$33	0.03%	158
2025 Q3	$252K	Buy	7,893 +2	+0%	+$61	0.03%	161
2025 Q2	$228K	Buy	+7,891	New	+$209K	0.03%	157
2025 Q1	–	Sell	-7,888	Closed	-$220K	–	163
2024 Q4	$220K	Hold	7,888	–	–	0.03%	149
2024 Q3	$205K	Sell	7,888 -1,004	-11%	-$25.3K	0.03%	156
2024 Q2	$224K	Hold	8,892	–	–	0.03%	152
2024 Q1	$206K	Buy	+8,892	New	+$197K	0.03%	157

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Insight Wealth Strategies held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 7,896 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #167.

Insight Wealth Strategies first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 446 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Insight Wealth Strategies held 7,896 shares of Schwab US Large-Cap Growth ETF worth $269K as of Q2 2026.
Insight Wealth Strategies left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #167 holding.
Insight Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
446 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.