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

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

Historical chart of New Insight Wealth Advisors 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 New Insight Wealth Advisors 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $340k 3.7k 92.72
2023-12-31 $221k 2.7k 82.96

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Simon Property (SPG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Global Tech Etf (IXN)
Wp Carey (WPC)

View all positions for New Insight Wealth Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF