Fortune Financial Group »

Schwab S&p 500 Select shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab S&p 500 Select (SWPPX) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab S&p 500 Select

Tip: Access up to 7 years of quarterly data

All positions including Schwab S&p 500 Select held by Fortune Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab S&p 500 Select by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $570k 34k 16.77

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 S&p 500 Select

Dumont & Blake Investment Advisors
Ethos Financial Group
Front Street Capital Management
Coston, McIsaac & Partners
Neville Rodie & Shaw
North Star Asset Management
Carret Asset Management
Staley Capital Advisers
Williams Jones Wealth Management
Edgar Lomax Company
Coastwise Capital Group
Fulton Bank, NA
Fortune Financial Group
Jackson Wealth Management
Moody Lynn & Co/

View all funds holding Schwab S&p 500 Select