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Coppell Advisory Solutions Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-42
Closed -$1.06K – 898
2022
Q4 		$1.06K Buy
+42
New +$1.04K ﹤0.01% 934

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Coppell Advisory Solutions Corp's SCHD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 42 shares — an estimated $1.06K sold.

Coppell Advisory Solutions Corp first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $1.06K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 42 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $1.06K.
  • Coppell Advisory Solutions Corp first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Schwab US Dividend Equity ETF position peaked at $1.06K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.