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

Coppell Advisory Solutions’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$265K 0.05% 213
2023
Q4 		$278K Buy
14,988
+14,976
+124,800% +$259K 0.06% 219
2023
Q3 		$179 Sell
12
-12,420
-100% -$215K ﹤0.01% 1119
2023
Q2 		$212K Sell
12,432
-6,147
-33% -$100K 0.06% 184
2023
Q1 		$292K Buy
18,579
+18,567
+154,725% +$290K 0.1% 165
2022
Q4 		$179 Buy
+12
New +$180 ﹤0.01% 1121

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab US Broad Market ETF (SCHB) in Q1 2025, closing a stake of 13,059 shares — an estimated $297K sold.

Coppell Advisory Solutions first reported a position in SCHB in Q4 2022 and held it in 8 quarters. The position peaked at $297K in Q4 2024. 1,170 funds tracked by Wall St. Rank hold SCHB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab US Broad Market ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13,059 Schwab US Broad Market ETF shares in Q1 2025, an estimated $297K.
  • Coppell Advisory Solutions first reported a position in Schwab US Broad Market ETF in Q4 2022 and held it in 8 quarters.
  • Coppell Advisory Solutions's Schwab US Broad Market ETF position peaked at $297K in Q4 2024.
  • 1,170 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2025.

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