Coppell Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHD
SLI
RIM
WANY
Coppell Advisory Solutions's SCHD Position: Q2 2026 in Review
Coppell Advisory Solutions opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 13,535 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #407 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SCHD as recently as Q4 2024.
Coppell Advisory Solutions first reported a position in SCHD in Q4 2022 and has held it in 6 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.
- Coppell Advisory Solutions held 13,535 shares of Schwab US Dividend Equity ETF worth $237K as of Q2 2026.
- Schwab US Dividend Equity ETF was a new Coppell Advisory Solutions position in Q2 2026.
- Schwab US Dividend Equity ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #407 holding.
- Coppell Advisory Solutions first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 6 quarters since.
- 2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.
Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.