Fortis Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fortis Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$640K	Buy
2025 Q1	$475K	Buy
2024 Q4	$446K	Sell
2024 Q3	$475K	Buy
2024 Q2	$389K	Buy
2024 Q1	$321K	Buy
2023 Q4	$246K	Sell
2023 Q3	$226K	Buy
2023 Q2	–	Sell
2023 Q1	$46.6K	Buy