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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Coppell Advisory Solutions's SCHG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 8,553 shares — an estimated $281K sold.

Coppell Advisory Solutions first reported a position in SCHG in Q4 2022 and held it in 9 quarters. The position peaked at $1.12M in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Coppell Advisory Solutions reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 8,553 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $281K.
Coppell Advisory Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Coppell Advisory Solutions's Schwab US Large-Cap Growth ETF position peaked at $1.12M in Q4 2023.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.