Schwab U S Large Cap Growth ETF shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group 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 Group Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $502k | 15k | 33.38 |
| 2025-06-30 | $290k | 9.6k | 30.22 |
| 2024-12-31 | $540k | 19k | 27.87 |
| 2024-09-30 | $958k | 9.2k | 104.18 |
| 2024-06-30 | $883k | 8.8k | 100.84 |
| 2024-03-31 | $753k | 8.1k | 92.72 |
Top funds holding Schwab U S Large Cap Growth ETF
View all funds holding Schwab U S Large Cap Growth ETF