Coppell Advisory Solutions’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-13,059
| Closed | -$297K | – | 1551 |
|
2024
Q4 | $297K | Hold |
13,059
| – | – | 0.04% | 220 |
|
2024
Q3 | $288K | Hold |
13,059
| – | – | 0.04% | 225 |
|
2024
Q2 | $274K | Buy |
+13,059
| New | +$274K | 0.05% | 213 |
|
2023
Q4 | $278K | Buy |
14,988
+14,976
| +124,800% | +$278K | 0.06% | 219 |
|
2023
Q3 | $179 | Sell |
12
-12,420
| -100% | -$185K | ﹤0.01% | 1119 |
|
2023
Q2 | $212K | Sell |
12,432
-6,147
| -33% | -$105K | 0.06% | 184 |
|
2023
Q1 | $292K | Buy |
18,579
+18,567
| +154,725% | +$292K | 0.1% | 165 |
|
2022
Q4 | $179 | Buy |
+12
| New | +$179 | ﹤0.01% | 1121 |
|