Schwab Charles Family shares owned by Copperwynd Financial
Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Copperwynd Financial
from 13F filings
Historical chart of Copperwynd Financial investment in Schwab Charles Family
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All positions including Schwab Charles Family held by Copperwynd Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Charles Family by Copperwynd Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 1.6M | 1.00 |
| 2024-06-30 | $3.2M | 3.2M | 1.00 |
| 2024-03-31 | $5.7M | 5.7M | 1.00 |
| 2023-09-30 | $8.6M | 8.6M | 1.00 |