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Schwab Value Adv Inst Prime Sh other assets shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab Value Adv Inst Prime Sh other assets (SNAXX) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab Value Adv Inst Prime Sh other assets

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Adv Inst Prime Sh other assets 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 Value Adv Inst Prime Sh other assets by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $53k 53k 1.00

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 Value Adv Inst Prime Sh other assets

Jackson Wealth Management
Price Financial Group Wealth Management
Sontag Advisory
Game Plan Financial Advisors
Point Nemo Capital
Vermillion Wealth Management
Westside Investment Management
Fortune Financial Group

View all funds holding Schwab Value Adv Inst Prime Sh other assets