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Schwab U S Broad Market ETF shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 15k 25.10

More positions owned by Fortune Financial Group

Wisdomtree Floating Rate Treasury Fund (USFR)
Invesco S&p 500 Low Volatility Etf (SPLV)
Pacer Fds Tr us cash cows 100 (COWZ)
Invesco S&p 500 High Div, Low V equities (SPHD)
Innovator Etfs Tr s&p 500 power (PJAN)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Schwab Value Advantage Money F mut (SWVXX)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO)
Innovator Etfs Tr s&p 500 pwr bu (PDEC)
Innovator Etfs Tr s&p 500 pwretf (POCT)
Invesco Exchange Traded Fd T rusel mdcp eql (XMHQ)
Invesco Nasdaq 100 Etf (QQQM)
Innovator Etfs Tr s&p 500 pwr (PJUL)
Spdr Ser Tr cmn (FLRN)

View all positions for Fortune Financial Group

Top funds holding Schwab U S Broad Market ETF

Gallagher Fiduciary Advisors
Wealthfront Advisers
UBS Group
Betterment
Rebalance
SCS Capital Management
Ubs Global Asset Management Americas
HighTower Advisors
Strid
Evensky & Katz
Hengehold Capital Management
Hanson & Doremus Investment Management
HB Wealth Management
Evergreen Advisors
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF