Coppell Advisory Solutions’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$1.65K | ﹤0.01% | 857 |
|
|
2023
Q2 | $333 | Buy |
+15
| New | +$333 | ﹤0.01% | 1274 |
|
|
2023
Q1 | – | Sell |
-90
| Closed | -$1.98K | – | 904 |
|
|
2022
Q4 | $1.98K | Buy |
+90
| New | +$1.98K | ﹤0.01% | 859 |
|