Coppell Advisory Solutions’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-8,558
Closed -$208K 412
2025
Q2
$208K Buy
+8,558
New +$208K 0.02% 350
2024
Q3
Sell
-170
Closed -$4.09K 1951
2024
Q2
$4.09K Buy
+170
New +$4.08K ﹤0.01% 1237
2023
Q4
$17.6K Buy
728
+712
+4,450% +$17.1K ﹤0.01% 782
2023
Q3
$386 Sell
16
-712
-98% -$17.1K ﹤0.01% 1048
2023
Q2
$17.5K Buy
+728
New +$17.7K ﹤0.01% 580
2023
Q1
Sell
-16
Closed -$386 902
2022
Q4
$386 Buy
+16
New +$386 ﹤0.01% 1048

Other funds holding SCHO

Coppell Advisory Solutions's SCHO Position: Q3 2025 in Review

Coppell Advisory Solutions sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2025, closing a stake of 8,558 shares — an estimated $208K sold.

Coppell Advisory Solutions first reported a position in SCHO in Q4 2022 and held it in 6 quarters. The position peaked at $208K in Q2 2025. 643 funds tracked by Wall St. Rank hold SCHO as of Q3 2025.

  • Coppell Advisory Solutions reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 8,558 Schwab Short-Term US Treasury ETF shares in Q3 2025, an estimated $208K.
  • Coppell Advisory Solutions first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Schwab Short-Term US Treasury ETF position peaked at $208K in Q2 2025.
  • 643 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2025.

Based on Coppell Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.