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Schwab U S Small Cap ETF shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Fortune Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 66k 36.13

More positions owned by Fortune Financial Group

First Trust Alternative Opportunities I (VFLEX)
Invesco S&p 500 Low Volatility Etf (SPLV)
Invesco Qqq Trust Series 1 (QQQ)
Wisdomtree Floating Rate Treasury Fund (USFR)
Pacer Fds Tr us cash cows 100 (COWZ)
Vanguard S&p 500 Etf idx (VOO)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 power (PJAN)
Invesco S&p 500 High Div, Low V equities (SPHD)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Schwab U S Small Cap ETF (SCHA)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)

View all positions for Fortune Financial Group

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF