Coppell Advisory Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-615	Closed	-$16K	–	1563
2024 Q4	$16K	Hold	615	–	–	﹤0.01%	948
2024 Q3	$16.4K	Hold	615	–	–	﹤0.01%	934
2024 Q2	$15.2K	Buy	+615	New	+$15.2K	﹤0.01%	879
2023 Q4	–	Sell	-90	Closed	-$1.98K	–	1853
2023 Q3	$1.98K	Buy	90 +75	+500%	+$1.68K	﹤0.01%	857
2023 Q2	$333	Buy	+15	New	+$328	﹤0.01%	1274
2023 Q1	–	Sell	-90	Closed	-$1.98K	–	904
2022 Q4	$1.98K	Buy	+90	New	+$1.95K	﹤0.01%	859

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2025, closing a stake of 615 shares — an estimated $16K sold.

Coppell Advisory Solutions first reported a position in SCHV in Q4 2022 and held it in 6 quarters. The position peaked at $16.4K in Q3 2024. 843 funds tracked by Wall St. Rank hold SCHV as of Q1 2025.

Coppell Advisory Solutions reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 615 Schwab US Large-Cap Value ETF shares in Q1 2025, an estimated $16K.
Coppell Advisory Solutions first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Schwab US Large-Cap Value ETF position peaked at $16.4K in Q3 2024.
843 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2025.

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