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Schwab 5-10 Year Corporate B otr shares owned by Copperwynd Financial

Quarter-by-quarter ownership of Schwab 5-10 Year Corporate B otr (SCHI) shares owned by Copperwynd Financial from 13F filings

Historical chart of Copperwynd Financial investment in Schwab 5-10 Year Corporate B otr

Tip: Access up to 7 years of quarterly data

All positions including Schwab 5-10 Year Corporate B otr held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 5-10 Year Corporate B otr by Copperwynd Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $227k 10k 22.76

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 5-10 Year Corporate B otr

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Bouchey Financial
Royal Bank of Canada
Janney Montgomery Scott
Gunma Bank
L2 Asset Management
Jane Street
Taddei, Ludwig & Associates
Huntington Asset Advisors
Financial Engines Advisors L.L.C
Christopher J. Hasenberg
Stifel Financial

View all funds holding Schwab 5-10 Year Corporate B otr