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Schwab U S Small Cap ETF shares owned by Copperwynd Financial

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 110k 51.50
2024-06-30 $5.3M 103k 51.43
2024-03-31 $4.3M 87k 49.24
2023-09-30 $3.1M 74k 41.42
2023-06-30 $3.2M 73k 43.80

More positions owned by Copperwynd Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Grwth Ind (MGK)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Glacier Ban (GBCI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)

View all positions for Copperwynd Financial

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Goldman Sachs Group
International Assets Investment Management
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Advisory Alpha
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Mariner Wealth Advisors
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services

View all funds holding Schwab U S Small Cap ETF