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Coppell Advisory Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,188
Closed -$160K – 1550
2024
Q4 		$160K Sell
6,188
-832
-12% -$22.1K 0.02% 319
2024
Q3 		$180K Sell
7,020
-436
-6% -$10.8K 0.03% 302
2024
Q2 		$177K Buy
+7,456
New +$177K 0.03% 278
2023
Q4 		$280K Buy
11,850
+11,696
+7,595% +$247K 0.06% 216
2023
Q3 		$3.12K Sell
154
-1,000
-87% -$21.9K ﹤0.01% 796
2023
Q2 		$25.2K Buy
+1,154
New +$24.1K 0.01% 519
2023
Q1 		– Sell
-154
Closed -$3.12K – 897
2022
Q4 		$3.12K Buy
+154
New +$3.16K ﹤0.01% 798

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coppell Advisory Solutions's SCHA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 6,188 shares — an estimated $160K sold.

Coppell Advisory Solutions first reported a position in SCHA in Q4 2022 and held it in 7 quarters. The position peaked at $280K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 6,188 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $160K.
  • Coppell Advisory Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Schwab U.S Small- Cap ETF position peaked at $280K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.