Fortune Financial Advisors »

Schwab U S Large Cap Growth ETF shares owned by Fortune Financial Advisors

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

Historical chart of Fortune Financial 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 Fortune Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Fortune Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 7.1k 33.84
2024-06-30 $1.1M 11k 100.84
2024-03-31 $660k 7.1k 92.72

More positions owned by Fortune Financial Advisors

Garmin SHS (GRMN)
Ishares Tr Msci Usa Min Etf (USMV)
Applied Materials (AMAT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Amphenol Corp Cl A (APH)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
O'reilly Automotive (ORLY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)

View all positions for Fortune Financial Advisors

Top funds holding Schwab U S Large Cap Growth ETF

Charles Schwab Investment Management
Sixth Street Partners Management Company
Envestnet Asset Management
Sei Investments
Financial Engines Advisors L.L.C
LPL Financial
Mariner Wealth Advisors
Cetera Investment Advisers
Advisor Group Holdings
Vantagepoint Investment Advisers
Raymond James Financial
Ameriprise Financial
Honkamp Krueger Financial Services
Fund Evaluation Group
Mather Group

View all funds holding Schwab U S Large Cap Growth ETF