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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
-1,309
Closed -$36.2K – 1560
2024
Q4 		$36.2K Sell
1,309
-92
-7% -$2.62K 0.01% 684
2024
Q3 		$38.8K Buy
1,401
+768
+121% +$20.4K 0.01% 629
2024
Q2 		$16.4K Buy
+633
New +$16.6K ﹤0.01% 859
2023
Q4 		$20.5K Buy
816
+600
+278% +$13.7K ﹤0.01% 729
2023
Q3 		$4.72K Hold
216
– – ﹤0.01% 722
2023
Q2 		$5.08K Buy
+216
New +$4.87K ﹤0.01% 855
2023
Q1 		– Sell
-216
Closed -$4.72K – 901
2022
Q4 		$4.72K Buy
+216
New +$4.73K ﹤0.01% 725

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 1,309 shares — an estimated $36.2K sold.

Coppell Advisory Solutions first reported a position in SCHM in Q4 2022 and held it in 7 quarters. The position peaked at $38.8K in Q3 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,309 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $36.2K.
  • Coppell Advisory Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Schwab US Mid-Cap ETF position peaked at $38.8K in Q3 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

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