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Coppell Advisory Solutions’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,720
Closed -$41.9K – 1558
2024
Q4 		$41.9K Hold
1,720
– – 0.01% 640
2024
Q3 		$42.7K Hold
1,720
– – 0.01% 600
2024
Q2 		$41.5K Buy
+1,720
New +$41.4K 0.01% 540
2023
Q4 		$46.1K Buy
+1,906
New +$45.1K 0.01% 512
2023
Q3 		– Sell
-1,676
Closed -$39.6K – 1489
2023
Q2 		$39.6K Buy
+1,676
New +$39.8K 0.01% 451

Other funds holding SCHJ

CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab 1-5 Year Corporate Bond ETF (SCHJ) in Q1 2025, closing a stake of 1,720 shares — an estimated $41.9K sold.

Coppell Advisory Solutions first reported a position in SCHJ in Q2 2023 and held it in 5 quarters. The position peaked at $46.1K in Q4 2023. 117 funds tracked by Wall St. Rank hold SCHJ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab 1-5 Year Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,720 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2025, an estimated $41.9K.
  • Coppell Advisory Solutions first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Schwab 1-5 Year Corporate Bond ETF position peaked at $46.1K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2025.

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