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Schwab U S Large Cap Growth ETF shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 12k 104.18
2024-06-30 $726k 7.2k 100.84
2024-03-31 $480k 5.2k 92.72

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Eafe Etf Call Option (EFA)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Gold Tr Ishares New (IAU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Victory Portfolios Ii Core Intermediat (UITB)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Tips Bd Etf (TIP)
Invesco Actively Managed Exc Total Return (GTO)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Insight Wealth Partners

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Envestnet Asset Management
Mather Group
Sei Investments
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
LPL Financial
Mariner Wealth Advisors
Advisor Group Holdings
Raymond James Financial Services Advisors
Fund Evaluation Group
Morgan Stanley
Resources Investment Advisors
Northwestern Mutual Wealth Management Company
McAdam

View all funds holding Schwab U S Large Cap Growth ETF