Inspire Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Inspire Advisors’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	$1.34M	Buy	45,999 +25,328	+123%	+$787K	0.11%	148
2025 Q4	$674K	Buy	20,671 +9,967	+93%	+$324K	0.06%	239
2025 Q3	$342K	Buy	10,704 +666	+7%	+$20.3K	0.03%	363
2025 Q2	$293K	Buy	10,038 +342	+4%	+$9.04K	0.03%	381
2025 Q1	$243K	Buy	9,696 +314	+3%	+$8.6K	0.03%	369
2024 Q4	$261K	Buy	+9,382	New	+$257K	0.03%	317
2021 Q1	–	Sell	-16,368	Closed	-$263K	–	597
2020 Q4	$263K	Buy	+16,368	New	+$248K	0.1%	46

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

Inspire Advisors's SCHG Position: Q1 2026 in Review

Inspire Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 123% in Q1 2026, buying an estimated $787K and bringing the position to 45,999 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #148.

Inspire Advisors first reported a position in SCHG in Q4 2020 and has held it in 7 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Inspire Advisors held 45,999 shares of Schwab US Large-Cap Growth ETF worth $1.34M as of Q1 2026.
Inspire Advisors bought 25,328 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $787K.
Schwab US Large-Cap Growth ETF made up 0.11% of Inspire Advisors's portfolio in Q1 2026, its #148 holding.
Inspire Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 7 quarters since.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.