Coppell Advisory Solutions Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$269K Buy
+13,233
New +$269K 0.05% 206
2023
Q1
$292K Buy
18,579
+18,567
+154,725% +$292K 0.1% 165
2022
Q4
$179 Buy
+12
New +$179 ﹤0.01% 1121