Coppell Advisory Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$297K Hold
2024
Q3
$288K Hold
2024
Q2
$274K Buy
2023
Q4
$278K Buy
2023
Q3
$179 Sell
2023
Q2
$212K Sell
2023
Q1
$292K Buy
2022
Q4
$179 Buy