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 Q2	$1.07M	Buy	31,661 +419	+1%	+$13.9K	0.41%	54
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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fortitude Advisory Group's SCHG Position: Q2 2026 in Review

Fortitude Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.3% in Q2 2026, buying an estimated $13.9K and bringing the position to 31,661 shares worth $1.07M. The position accounts for 0.41% of the portfolio, ranked #54.

Fortitude Advisory Group first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Fortitude Advisory Group held 31,661 shares of Schwab US Large-Cap Growth ETF worth $1.07M as of Q2 2026.
Fortitude Advisory Group bought 419 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $13.9K.
Schwab US Large-Cap Growth ETF made up 0.41% of Fortitude Advisory Group's portfolio in Q2 2026, its #54 holding.
Fortitude Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.