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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

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

Quarter filed Position value Share count Share price at filing
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

More positions owned by Insight Wealth Strategies

Ishares Tr Msci Usa Min Vol (USMV)
Chevron Corporation (CVX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Insight Wealth Strategies

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF