Coppell Advisory Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$36.2K	Sell
2024 Q3	$38.8K	Buy
2024 Q2	$16.4K	Buy
2023 Q4	$20.5K	Buy
2023 Q3	$4.72K	Hold
2023 Q2	$5.08K	Buy
2023 Q1	–	Sell
2022 Q4	$4.72K	Buy