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Schwab U S Large Cap Growth ETF shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital 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 Fortis Capital 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 1.0M 31.91
2025-06-30 $29M 999k 29.21
2025-03-31 $26M 1.0M 25.04

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Schwab Strategic Tr Etf (SCHG)
Spdr S&p 500 Etf Etf (SPY)
Schwab Strategic Tr Etf (SCHF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Etf (IJR)
Ishares Tr Etf (IVV)
Vanguard Index Fds Etf (VO)
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF