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