Insight Wealth Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-03-31 $480k 5.2k 92.72

More positions owned by Insight Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Texas Pacific Land Corp (TPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Emg Mkt Etf Call Option (EEM)
Ishares Tr Tips Bd Etf (TIP)
Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr National Mun Etf (MUB)

View all positions for Insight Wealth Partners

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