Schwab U S Large Cap Growth ETF shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group 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 Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $986k | 31k | 31.91 |
| 2025-06-30 | $905k | 31k | 29.21 |
| 2025-03-31 | $725k | 30k | 23.81 |
| 2024-12-31 | $850k | 31k | 27.87 |
| 2024-09-30 | $794k | 7.6k | 104.18 |
| 2024-06-30 | $768k | 7.6k | 100.84 |
| 2024-03-31 | $731k | 7.9k | 92.72 |
| 2023-12-31 | $620k | 7.5k | 82.96 |
| 2023-09-30 | $553k | 7.6k | 72.72 |
| 2023-06-30 | $747k | 10k | 74.95 |
| 2023-03-31 | $687k | 11k | 65.17 |
| 2022-12-31 | $689k | 12k | 55.56 |
| 2022-09-30 | $678k | 12k | 55.77 |
| 2022-06-30 | $755k | 13k | 58.01 |
| 2022-03-31 | $987k | 13k | 74.78 |
| 2021-12-31 | $1.0M | 6.3k | 163.78 |
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