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Copperwynd Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Copperwynd Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
+6,949
New +$184K 0.05% 154
2024
Q4 		– Sell
-8,600
Closed -$224K – 149
2024
Q3 		$224K Buy
8,600
+4
+0% +$101 0.07% 138
2024
Q2 		$215K Buy
+8,596
New +$203K 0.07% 140

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Copperwynd Financial's SCHG Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025: 6,949 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in SCHG as recently as Q3 2024.

Copperwynd Financial first reported a position in SCHG in Q2 2024 and has held it in 3 quarters since. The position peaked at $224K in Q3 2024. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Copperwynd Financial held 6,949 shares of Schwab US Large-Cap Growth ETF worth $203K as of Q2 2025.
  • Schwab US Large-Cap Growth ETF was a new Copperwynd Financial position in Q2 2025.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Copperwynd Financial's portfolio in Q2 2025, its #154 holding.
  • Copperwynd Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Copperwynd Financial's Schwab US Large-Cap Growth ETF position peaked at $224K in Q3 2024.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

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