Coppell Advisory Solutions Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-16
Closed -$386 902
2022
Q4
$386 Buy
+16
New +$386 ﹤0.01% 1048

Other funds holding SCHO

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

Coppell Advisory Solutions Corp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 16 shares — an estimated $386 sold.

Coppell Advisory Solutions Corp first reported a position in SCHO in Q4 2022 and held it in 1 quarter. The position peaked at $386 in Q4 2022. 572 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 16 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $386.
  • Coppell Advisory Solutions Corp first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Schwab Short-Term US Treasury ETF position peaked at $386 in Q4 2022.
  • 572 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

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