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 Q3	$228K	Sell	6,336 -1,560	-20%	-$54.7K	0.02%	184
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 $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Insight Wealth Strategies's SCHG Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q3 2026, selling an estimated $54.7K and leaving 6,336 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #184.

Insight Wealth Strategies first reported a position in SCHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $269K in Q2 2026. 190 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Insight Wealth Strategies held 6,336 shares of Schwab US Large-Cap Growth ETF worth $228K as of Q3 2026.
Insight Wealth Strategies sold 1,560 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $54.7K.
Schwab US Large-Cap Growth ETF made up 0.02% of Insight Wealth Strategies's portfolio in Q3 2026, its #184 holding.
Insight Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Insight Wealth Strategies's Schwab US Large-Cap Growth ETF position peaked at $269K in Q2 2026.
190 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.