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Copperwynd Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Copperwynd Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$703K Buy
+29,519
New +$650K 0.18% 100

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R
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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Copperwynd Financial's SCHB Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2025: 29,519 shares worth $703K. The stake represents 0.18% of the portfolio and ranks #100 among its holdings.

1,210 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Copperwynd Financial held 29,519 shares of Schwab US Broad Market ETF worth $703K as of Q2 2025.
  • Schwab US Broad Market ETF was a new Copperwynd Financial position in Q2 2025.
  • Schwab US Broad Market ETF made up 0.18% of Copperwynd Financial's portfolio in Q2 2025, its #100 holding.
  • 1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

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