SEC 13F Intelligence

Copperwynd Financial, LLC / SCHA

Copperwynd Financial, LLC’s Schwab Strategic Tr Position

Does Copperwynd Financial, LLC own Schwab Strategic Tr (SCHA)? Yes — 261.1K shares worth $7M (+1.65% of its 13F portfolio) as of Q2 2025, up from 241.4K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
261.1K
% of Portfolio
+1.65%
Quarters Held
9
currently held

Position History SCHA

Reported value by quarter
Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025261.1K$7M+1.65%
Q1 2025241.4K$6M+1.56%
Q4 2024230.7K$6M+1.65%
Q3 2024109.5K$6M+1.70%
Q2 2024103.1K$5M+1.73%
Q1 202487.4K$4M+1.55%
Q4 202380.9K$4M+1.52%
Q3 202374.0K$3M+1.44%
Q2 202372.8K$3M+1.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of SCHA.