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

New Insight Wealth 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 Q2	$436K	Sell	12,889 -8,229	-39%	-$273K	0.13%	83
2026 Q1	$615K	Hold	21,118	–	–	0.22%	64
2025 Q4	$689K	Buy	21,118 +1,488	+8%	+$48.4K	0.25%	63
2025 Q3	$626K	Sell	19,630 -2,097	-10%	-$63.9K	0.24%	64
2025 Q2	$635K	Hold	21,727	–	–	0.26%	57
2025 Q1	$544K	Buy	21,727 +852	+4%	+$23.3K	0.25%	55
2024 Q4	$582K	Sell	20,875 -157	-0.7%	-$4.29K	0.29%	46
2024 Q3	$548K	Buy	21,032 +1,368	+7%	+$34.4K	0.29%	43
2024 Q2	$496K	Buy	19,664 +4,992	+34%	+$118K	0.29%	44
2024 Q1	$340K	Buy	14,672 +4,020	+38%	+$88.9K	0.21%	56
2023 Q4	$221K	Buy	+10,652	New	+$206K	0.15%	71

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

New Insight Wealth Advisors's SCHG Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 39% in Q2 2026, selling an estimated $273K and leaving 12,889 shares worth $436K. The position accounts for 0.13% of the portfolio, ranked #83.

New Insight Wealth Advisors first reported a position in SCHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $689K in Q4 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

New Insight Wealth Advisors held 12,889 shares of Schwab US Large-Cap Growth ETF worth $436K as of Q2 2026.
New Insight Wealth Advisors sold 8,229 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $273K.
Schwab US Large-Cap Growth ETF made up 0.13% of New Insight Wealth Advisors's portfolio in Q2 2026, its #83 holding.
New Insight Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $689K in Q4 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.