Copperwynd Financial’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Copperwynd Financial’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	+12,818	New	+$318K	0.08%	119

Other funds holding SCHR

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CWA

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PSP

Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return

Copperwynd Financial's SCHR Position: Q2 2025 in Review

Copperwynd Financial opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q2 2025: 12,818 shares worth $321K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings.

462 funds tracked by Wall St. Rank hold SCHR as of Q2 2025.

Copperwynd Financial held 12,818 shares of Schwab Intermediately-Term US Treasury ETF worth $321K as of Q2 2025.
Schwab Intermediately-Term US Treasury ETF was a new Copperwynd Financial position in Q2 2025.
Schwab Intermediately-Term US Treasury ETF made up 0.08% of Copperwynd Financial's portfolio in Q2 2025, its #119 holding.
462 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q2 2025.

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