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Fortune Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fortune Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Buy
+65,479
New +$2.16M 1.85% 13
2026
Q1 		– Sell
-70,556
Closed -$2.02M – 98
2025
Q4 		$2.02M Buy
+70,556
New +$1.99M 1.99% 14

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fortune Financial Group's SCHA Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 65,479 shares worth $2.37M. The stake represents 1.85% of the portfolio and ranks #13 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in SCHA as recently as Q4 2025.

Fortune Financial Group first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Fortune Financial Group held 65,479 shares of Schwab U.S Small- Cap ETF worth $2.37M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Fortune Financial Group position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 1.85% of Fortune Financial Group's portfolio in Q2 2026, its #13 holding.
  • Fortune Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.