CASC
SCHV

Coppell Advisory Solutions Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-90
Closed -$1.98K – 904
2022
Q4 		$1.98K Buy
+90
New +$1.95K ﹤0.01% 859

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Wealth Enhancement Advisory Services
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Envestnet Asset Management
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Mariner
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Betterment LLC
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Northwestern Mutual Wealth Management
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Coppell Advisory Solutions Corp's SCHV Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2023, closing a stake of 90 shares — an estimated $1.98K sold.

Coppell Advisory Solutions Corp first reported a position in SCHV in Q4 2022 and held it in 1 quarter. The position peaked at $1.98K in Q4 2022. 690 funds tracked by Wall St. Rank hold SCHV as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 90 Schwab US Large-Cap Value ETF shares in Q1 2023, an estimated $1.98K.
  • Coppell Advisory Solutions Corp first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Schwab US Large-Cap Value ETF position peaked at $1.98K in Q4 2022.
  • 690 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2023.

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