Schwab U S Large Cap Growth ETF shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies 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 Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Large Cap Growth ETF by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 7.9k | 31.91 |
| 2025-06-30 | $228k | 7.9k | 28.92 |
| 2024-12-31 | $220k | 7.9k | 27.87 |
| 2024-09-30 | $205k | 2.0k | 104.16 |
| 2024-06-30 | $224k | 2.2k | 100.86 |
| 2024-03-31 | $206k | 2.2k | 92.73 |
Top funds holding Schwab U S Large Cap Growth ETF
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