WC
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Wynn Capital’s Schwab US Broad Market ETF SCHB Stock Holding History

Wynn Capital’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
2026
Q2 		$27.9M Buy
963,366
+30,266
+3% +$847K 12.46% 1
2026
Q1 		$23.4M Buy
933,100
+30,187
+3% +$792K 12.03% 1
2025
Q4 		$23.7M Buy
902,913
+15,413
+2% +$401K 11.5% 1
2025
Q3 		$22.8M Buy
887,500
+16,912
+2% +$419K 11.07% 1
2025
Q2 		$20.7M Buy
870,588
+3,522
+0.4% +$77.6K 11.07% 1
2025
Q1 		$18.7M Sell
867,066
-5,173
-0.6% -$118K 11.09% 1
2024
Q4 		$19.8M Buy
872,239
+18,217
+2% +$416K 12.5% 1
2024
Q3 		$18.9M Buy
854,022
+22,020
+3% +$470K 12.41% 1
2024
Q2 		$17.4M Buy
832,002
+29,208
+4% +$592K 12.9% 1
2024
Q1 		$16.3M Sell
802,794
-23,406
-3% -$453K 12.63% 1
2023
Q4 		$15.3M Buy
+826,200
New +$14.3M 12.53% 1

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HWA
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SFG
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JWS
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SI
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AWM
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FFN
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WPC
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SWM
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SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return