Coppell Advisory Solutions’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.6M	Buy
2025 Q1	$925K	Buy
2024 Q4	$159K	Buy
2024 Q3	$102K	Sell
2024 Q2	$139K	Buy
2023 Q4	$144K	Buy
2023 Q3	$17.3K	Buy
2023 Q2	$6.51K	Buy
2023 Q1	–	Sell
2022 Q4	$17.3K	Buy