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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
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

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

New Insight Wealth Advisors's SCHG Position: Q1 2026 in Review

New Insight Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 21,118 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #64.

New Insight Wealth Advisors first reported a position in SCHG in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • New Insight Wealth Advisors held 21,118 shares of Schwab US Large-Cap Growth ETF worth $615K as of Q1 2026.
  • New Insight Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.22% of New Insight Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • New Insight Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $689K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.