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Insigneo Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Insigneo Advisory Services’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 		– Sell
-12,092
Closed -$394K – 810
2025
Q4 		$394K Buy
12,092
+618
+5% +$20.1K 0.03% 430
2025
Q3 		$366K Buy
11,474
+127
+1% +$3.87K 0.03% 455
2025
Q2 		$331K Buy
11,347
+636
+6% +$16.8K 0.03% 429
2025
Q1 		$268K Buy
+10,711
New +$293K 0.03% 444

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
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

Insigneo Advisory Services's SCHG Position: Q1 2026 in Review

Insigneo Advisory Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 12,092 shares — an estimated $394K sold.

Insigneo Advisory Services first reported a position in SCHG in Q1 2025 and held it in 4 quarters. The position peaked at $394K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Insigneo Advisory Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Insigneo Advisory Services sold 12,092 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $394K.
  • Insigneo Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 4 quarters.
  • Insigneo Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $394K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.