Fortis Capital Advisors, LLC SCHG Holdings History
Fortis Capital Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Fortis Capital Advisors, LLC held 1.03 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $25.88 Mil. This investment constitutes 5.25% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0.07% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2025Q1. And since then Fortis Capital Advisors, LLC has made 1 purchases of SCHG, at an average price of $27.39, for a total of 1.03 Mil shares. Based on historical transaction data and SCHG's current price of $29.74, Fortis Capital Advisors, LLC's estimated gain on his SCHG holdings is $2.43 Mil, reflecting a 8.58% gain to date.
Fortis Capital Advisors, LLC SCHG ($29.74) Holding Chart
Fortis Capital Advisors, LLC SCHG ($29.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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