Fortitude Advisory Group »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Fortitude Advisory Group 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
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

More positions owned by Fortitude Advisory Group

Spdr Ser Tr Bloomberg Invt (FLRN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Paccar (PCAR)
Ishares Tr Us Treas Bd Etf (GOVT)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl A (BRK.A)
JPMorgan Chase & Co. (JPM)

View all positions for Fortitude Advisory Group

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF