Copperwynd Financial’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Copperwynd Financial’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Buy	+9,959	New	+$222K	0.06%	145

Other funds holding SCHI

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

Copperwynd Financial's SCHI Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2025: 9,959 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #145 among its holdings.

226 funds tracked by Wall St. Rank hold SCHI as of Q2 2025.

Copperwynd Financial held 9,959 shares of Schwab 5-10 Year Corporate Bond ETF worth $227K as of Q2 2025.
Schwab 5-10 Year Corporate Bond ETF was a new Copperwynd Financial position in Q2 2025.
Schwab 5-10 Year Corporate Bond ETF made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #145 holding.
226 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2025.

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