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Schwab Select Small Cap Index shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab Select Small Cap Index (SWSSX) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab Select Small Cap Index

Tip: Access up to 7 years of quarterly data

All positions including Schwab Select Small Cap Index 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 Select Small Cap Index by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $222k 5.5k 40.18

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 Select Small Cap Index

Dumont & Blake Investment Advisors
Carret Asset Management
Fortune Financial Group
Coastwise Capital Group
Coston, McIsaac & Partners
Estabrook Capital Management

View all funds holding Schwab Select Small Cap Index