Copperwynd Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Copperwynd Financial’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.61M	Buy	261,078 +19,696	+8%	+$466K	1.65%	14
2025 Q1	$5.66M	Buy	241,382 +10,667	+5%	+$272K	1.56%	11
2024 Q4	$5.97M	Buy	230,715 +11,741	+5%	+$312K	1.65%	13
2024 Q3	$5.64M	Buy	218,974 +12,796	+6%	+$318K	1.7%	11
2024 Q2	$5.3M	Buy	206,178 +31,370	+18%	+$744K	1.73%	13
2024 Q1	$4.3M	Buy	174,808 +13,066	+8%	+$306K	1.55%	14
2023 Q4	$3.82M	Buy	161,742 +13,770	+9%	+$290K	1.52%	13
2023 Q3	$3.06M	Buy	147,972 +2,412	+2%	+$52.9K	1.44%	13
2023 Q2	$3.19M	Buy	+145,560	New	+$3.03M	1.48%	13

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Copperwynd Financial's SCHA Position: Q2 2025 in Review

Copperwynd Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.2% in Q2 2025, buying an estimated $466K and bringing the position to 261,078 shares worth $6.61M. The position accounts for 1.65% of the portfolio, ranked #14.

Copperwynd Financial first reported a position in SCHA in Q2 2023 and has held it in 9 quarters since. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Copperwynd Financial held 261,078 shares of Schwab U.S Small- Cap ETF worth $6.61M as of Q2 2025.
Copperwynd Financial bought 19,696 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $466K.
Schwab U.S Small- Cap ETF made up 1.65% of Copperwynd Financial's portfolio in Q2 2025, its #14 holding.
Copperwynd Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 9 quarters since.
1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.