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

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

Historical chart of Fortis Capital Management 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 Management 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 Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 22k 31.91
2025-06-30 $281k 9.6k 29.21
2025-03-31 $242k 9.7k 25.04

More positions owned by Fortis Capital Management

Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Netflix (NFLX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Tesla Motors (TSLA)
Arista Networks Com Shs (ANET)

View all positions for Fortis Capital Management

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