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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

Tip: Access up to 7 years of quarterly data

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
2023-09-30 $8.6M 8.6M 1.00

More positions owned by Copperwynd Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Mega Grwth Ind (MGK)
Glacier Ban (GBCI)
Vanguard Index Fds Value Etf (VTV)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)

View all positions for Copperwynd Financial

Top funds holding Schwab Charles Family

WMS Partners
Integrated Investment Consultants
InterOcean Capital Group
CI Private Wealth
Turtle Creek Wealth Advisors
Rappaport Reiches Capital Management
Badgley Phelps Wealth Managers
Creative Planning
Captrust Financial Advisors
CWM
Mariner Wealth Advisors
Sowell Financial Services
Spectrum Asset Management
Titleist Asset Management
Narus Financial Partners

View all funds holding Schwab Charles Family