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Coppell Advisory Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-153
Closed -$4.35K – 1559
2024
Q4 		$4.35K Buy
+153
New +$4.36K ﹤0.01% 1357

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PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 153 shares — an estimated $4.35K sold.

Coppell Advisory Solutions first reported a position in SCHK in Q4 2024 and held it in 1 quarter. The position peaked at $4.35K in Q4 2024. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 153 Schwab 1000 Index ETF shares in Q1 2025, an estimated $4.35K.
  • Coppell Advisory Solutions first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Schwab 1000 Index ETF position peaked at $4.35K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

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