Fort Point Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Hold
7,907
0.03% 211
2025
Q4
$257K Buy
+7,907
New +$257K 0.03% 208

Other funds holding SCHG

Fort Point Capital Partners's SCHG Position: Q1 2026 in Review

Fort Point Capital Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 7,907 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #211.

Fort Point Capital Partners first reported a position in SCHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fort Point Capital Partners held 7,907 shares of Schwab US Large-Cap Growth ETF worth $230K as of Q1 2026.
  • Fort Point Capital Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Fort Point Capital Partners's portfolio in Q1 2026, its #211 holding.
  • Fort Point Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Fort Point Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $257K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.