Schwab U S Large Cap Growth ETF shares owned by Fortis Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $819k | 26k | 31.91 |
| 2025-06-30 | $640k | 22k | 29.21 |
| 2025-03-31 | $475k | 19k | 25.04 |
| 2024-12-31 | $446k | 16k | 27.87 |
| 2024-09-30 | $475k | 4.6k | 104.18 |
| 2024-06-30 | $389k | 3.9k | 100.84 |
| 2024-03-31 | $321k | 3.5k | 92.72 |
| 2023-12-31 | $247k | 3.0k | 82.95 |
| 2023-09-30 | $226k | 3.1k | 72.72 |
| 2023-06-30 | $54k | 716 | 74.94 |
| 2023-03-31 | $47k | 715 | 65.17 |
Top funds holding Schwab U S Large Cap Growth ETF
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