Coppell Advisory Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$348K	Buy	+14,518	New	+$481K	0.03%	353
2026 Q1	–	Sell	-8,553	Closed	-$281K	–	284
2025 Q4	$281K	Sell	8,553 -116	-1%	-$3.77K	0.03%	339
2025 Q3	$276K	Buy	+8,669	New	+$264K	0.03%	341
2025 Q1	–	Sell	-6,824	Closed	-$192K	–	1555
2024 Q4	$192K	Sell	6,824 -3,116	-31%	-$85.2K	0.03%	284
2024 Q3	$258K	Buy	9,940 +3,776	+61%	+$95K	0.04%	238
2024 Q2	$155K	Buy	+6,164	New	+$145K	0.03%	304
2023 Q4	$1.12M	Buy	53,812 +53,724	+61,050%	+$1.04M	0.22%	104
2023 Q3	$1.22K	Buy	88 +16	+22%	+$301	﹤0.01%	916
2023 Q2	$1.33K	Buy	+72	New	+$1.23K	﹤0.01%	1082
2023 Q1	–	Sell	-88	Closed	-$1.22K	–	900
2022 Q4	$1.22K	Buy	+88	New	+$1.26K	﹤0.01%	918

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Coppell Advisory Solutions's SCHG Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 14,518 shares worth $348K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SCHG as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SCHG in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2023. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Coppell Advisory Solutions held 14,518 shares of Schwab US Large-Cap Growth ETF worth $348K as of Q2 2026.
Schwab US Large-Cap Growth ETF was a new Coppell Advisory Solutions position in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Coppell Advisory Solutions's portfolio in Q2 2026, its #353 holding.
Coppell Advisory Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
Coppell Advisory Solutions's Schwab US Large-Cap Growth ETF position peaked at $1.12M in Q4 2023.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.