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Fortitude Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fortitude Advisory Group’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
2026
Q1 		$910K Buy
31,242
+202
+0.7% +$6.28K 0.41% 49
2025
Q4 		$1.01M Buy
31,040
+137
+0.4% +$4.46K 0.43% 39
2025
Q3 		$986K Sell
30,903
-70
-0.2% -$2.13K 0.53% 35
2025
Q2 		$905K Buy
30,973
+543
+2% +$14.4K 0.52% 37
2025
Q1 		$725K Sell
30,430
-55
-0.2% -$1.51K 0.52% 39
2024
Q4 		$850K Buy
30,485
+5
+0% +$137 0.51% 35
2024
Q3 		$794K Buy
30,480
+12
+0% +$302 0.5% 37
2024
Q2 		$768K Sell
30,468
-1,064
-3% -$25.1K 0.46% 36
2024
Q1 		$731K Buy
31,532
+1,656
+6% +$36.6K 0.41% 50
2023
Q4 		$620K Sell
29,876
-564
-2% -$10.9K 0.38% 52
2023
Q3 		$553K Sell
30,440
-9,404
-24% -$177K 0.37% 56
2023
Q2 		$747K Sell
39,844
-2,320
-6% -$39.8K 0.55% 40
2023
Q1 		$687K Sell
42,164
-7,468
-15% -$113K 0.53% 45
2022
Q4 		$689K Buy
49,632
+1,004
+2% +$14.4K 0.59% 40
2022
Q3 		$678K Sell
48,628
-3,428
-7% -$53.7K 0.64% 38
2022
Q2 		$755K Sell
52,056
-736
-1% -$11.8K 0.69% 34
2022
Q1 		$987K Buy
52,792
+2,432
+5% +$44.4K 0.53% 27
2021
Q4 		$1.03M Buy
+50,360
New +$1.01M 0.52% 28

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Fortitude Advisory Group's SCHG Position: Q1 2026 in Review

Fortitude Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.65% in Q1 2026, buying an estimated $6.28K and bringing the position to 31,242 shares worth $910K. The position accounts for 0.41% of the portfolio, ranked #49.

Fortitude Advisory Group first reported a position in SCHG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Fortitude Advisory Group held 31,242 shares of Schwab US Large-Cap Growth ETF worth $910K as of Q1 2026.
  • Fortitude Advisory Group bought 202 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $6.28K.
  • Schwab US Large-Cap Growth ETF made up 0.41% of Fortitude Advisory Group's portfolio in Q1 2026, its #49 holding.
  • Fortitude Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Fortitude Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $1.03M in Q4 2021.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.