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Schwab Value Advantage Money F mut shares owned by Fortune Financial Group

Quarter-by-quarter ownership of Schwab Value Advantage Money F mut (SWVXX) shares owned by Fortune Financial Group from 13F filings

Historical chart of Fortune Financial Group investment in Schwab Value Advantage Money F mut

Tip: Access up to 7 years of quarterly data

All positions including Schwab Value Advantage Money F mut 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 Advantage Money F mut by Fortune Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 3.3M 1.00

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 Value Advantage Money F mut

Jackson Wealth Management
Redwood Wealth Management Group
Stonebridge Capital Management
Game Plan Financial Advisors
Garton & Associates Financial Advisors
Coastwise Capital Group
Financial Gravity Wealth
Fortune Financial Group
Main Management
Westside Investment Management
Dale Q Rice Investment Management
Lester Murray Antman dba SimplyRich
The Ithaka Group
Keystone Financial Group
RFP Financial Group

View all funds holding Schwab Value Advantage Money F mut