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Fortune Financial Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Fortune Financial Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Sell
15,052
-316
-2% -$8.85K 0.34% 61
2026
Q1 		$386K Hold
15,368
– – 0.35% 53
2025
Q4 		$427K Buy
+15,368
New +$400K 0.42% 55

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R
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SCM
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UBS AM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Fortune Financial Group reduced its Schwab US Broad Market ETF (SCHB) stake by 2.1% in Q2 2026, selling an estimated $8.85K and leaving 15,052 shares worth $436K. The position accounts for 0.34% of the portfolio, ranked #61.

Fortune Financial Group first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Fortune Financial Group held 15,052 shares of Schwab US Broad Market ETF worth $436K as of Q2 2026.
  • Fortune Financial Group sold 316 Schwab US Broad Market ETF shares in Q2 2026, an estimated $8.85K.
  • Schwab US Broad Market ETF made up 0.34% of Fortune Financial Group's portfolio in Q2 2026, its #61 holding.
  • Fortune Financial Group first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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