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

Coppell Advisory Solutions’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Buy
+28,523
New +$814K 0.04% 307
2026
Q1 		– Sell
-15,999
Closed -$434K – 286
2025
Q4 		$434K Buy
15,999
+31
+0.2% +$828 0.04% 270
2025
Q3 		$419K Sell
15,968
-35,054
-69% -$890K 0.04% 274
2025
Q2 		$1.24M Sell
51,022
-23,539
-32% -$532K 0.15% 146
2025
Q1 		$1.63M Buy
74,561
+53,606
+256% +$1.25M 0.23% 108
2024
Q4 		$488K Buy
20,955
+4,950
+31% +$115K 0.07% 172
2024
Q3 		$361K Sell
16,005
-564
-3% -$12.3K 0.05% 199
2024
Q2 		$355K Buy
+16,569
New +$342K 0.06% 188
2023
Q4 		$455K Buy
+24,201
New +$425K 0.09% 166

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Coppell Advisory Solutions's SCHX Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 28,523 shares worth $450K. The stake represents 0.04% of the portfolio and ranks #307 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SCHX as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2025. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Coppell Advisory Solutions held 28,523 shares of Schwab US Large- Cap ETF worth $450K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.04% of Coppell Advisory Solutions's portfolio in Q2 2026, its #307 holding.
  • Coppell Advisory Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • Coppell Advisory Solutions's Schwab US Large- Cap ETF position peaked at $1.63M in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.