CASC
SCHB icon

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

Coppell Advisory Solutions Corp’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
2024
Q1 		$269K Buy
+13,233
New +$256K 0.05% 206
2023
Q1 		$292K Buy
18,579
+18,567
+154,725% +$290K 0.1% 165
2022
Q4 		$179 Buy
+12
New +$180 ﹤0.01% 1121

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2024: 13,233 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #206 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SCHB as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in SCHB in Q4 2022 and has held it in 3 quarters since. The position peaked at $292K in Q1 2023. 1,072 funds tracked by Wall St. Rank hold SCHB as of Q1 2024.

  • Coppell Advisory Solutions Corp held 13,233 shares of Schwab US Broad Market ETF worth $269K as of Q1 2024.
  • Schwab US Broad Market ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Schwab US Broad Market ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #206 holding.
  • Coppell Advisory Solutions Corp first reported a position in Schwab US Broad Market ETF in Q4 2022 and has held it in 3 quarters since.
  • Coppell Advisory Solutions Corp's Schwab US Broad Market ETF position peaked at $292K in Q1 2023.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2024.

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