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
2025 Q2	$635K	Hold
2025 Q1	$544K	Buy
2024 Q4	$582K	Sell
2024 Q3	$548K	Buy
2024 Q2	$496K	Buy
2024 Q1	$340K	Buy
2023 Q4	$221K	Buy