CASC
SCHM icon

Coppell Advisory Solutions Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-216
Closed -$4.72K – 901
2022
Q4 		$4.72K Buy
+216
New +$4.73K ﹤0.01% 725

Other funds holding SCHM

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 216 shares — an estimated $4.72K sold.

Coppell Advisory Solutions Corp first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $4.72K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 216 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $4.72K.
  • Coppell Advisory Solutions Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Schwab US Mid-Cap ETF position peaked at $4.72K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

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