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Coppell Advisory Solutions Corp’s Schwab International Equity ETF SCHF Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$895K Buy
+45,850
New +$857K 0.17% 118
2023
Q1 		– Sell
-60
Closed -$966 – 899
2022
Q4 		$966 Buy
+60
New +$937 ﹤0.01% 942

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Wealthfront Advisers
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Charles Schwab
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Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Corient Private Wealth
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Coppell Advisory Solutions Corp opened a new position in Schwab International Equity ETF (SCHF) in Q1 2024: 45,850 shares worth $895K. The stake represents 0.17% of the portfolio and ranks #118 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SCHF as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SCHF in Q4 2022 and has held it in 2 quarters since. 1,116 funds tracked by Wall St. Rank hold SCHF as of Q1 2024.

  • Coppell Advisory Solutions Corp held 45,850 shares of Schwab International Equity ETF worth $895K as of Q1 2024.
  • Schwab International Equity ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Schwab International Equity ETF made up 0.17% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #118 holding.
  • Coppell Advisory Solutions Corp first reported a position in Schwab International Equity ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2024.

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