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Coppell Advisory Solutions Corp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$205K Buy
+8,322
New +$195K 0.04% 255
2023
Q1 		– Sell
-154
Closed -$3.12K – 897
2022
Q4 		$3.12K Buy
+154
New +$3.16K ﹤0.01% 798

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Coppell Advisory Solutions Corp's SCHA Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2024: 8,322 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #255 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SCHA as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SCHA in Q4 2022 and has held it in 2 quarters since. 1,047 funds tracked by Wall St. Rank hold SCHA as of Q1 2024.

  • Coppell Advisory Solutions Corp held 8,322 shares of Schwab U.S Small- Cap ETF worth $205K as of Q1 2024.
  • Schwab U.S Small- Cap ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Schwab U.S Small- Cap ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #255 holding.
  • Coppell Advisory Solutions Corp first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.