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Coppell Advisory Solutions’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$684 – 1552
2024
Q4 		$684 Hold
20
– – ﹤0.01% 1717
2024
Q3 		$772 Sell
20
-130
-87% -$4.79K ﹤0.01% 1609
2024
Q2 		$5.34K Buy
+150
New +$5.35K ﹤0.01% 1184

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SC
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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2025, closing a stake of 20 shares — an estimated $684 sold.

Coppell Advisory Solutions first reported a position in SCHC in Q2 2024 and held it in 3 quarters. The position peaked at $5.34K in Q2 2024. 417 funds tracked by Wall St. Rank hold SCHC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20 Schwab International Small-Cap Equity ETF shares in Q1 2025, an estimated $684.
  • Coppell Advisory Solutions first reported a position in Schwab International Small-Cap Equity ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Schwab International Small-Cap Equity ETF position peaked at $5.34K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2025.

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