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Schwab U S Broad Market ETF shares owned by Copperwynd Financial

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $703k 30k 23.83

More positions owned by Copperwynd Financial

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Glacier Ban (GBCI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Tesla Motors (TSLA)

View all positions for Copperwynd Financial

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
Evergreen Advisors
AlphaCore Capital

View all funds holding Schwab U S Broad Market ETF