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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Coppell Advisory Solutions's SCHX Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2026, closing a stake of 15,999 shares — an estimated $434K sold.

Coppell Advisory Solutions first reported a position in SCHX in Q4 2023 and held it in 8 quarters. The position peaked at $1.63M in Q1 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Coppell Advisory Solutions reported no remaining Schwab US Large- Cap ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 15,999 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $434K.
Coppell Advisory Solutions first reported a position in Schwab US Large- Cap ETF in Q4 2023 and held it in 8 quarters.
Coppell Advisory Solutions's Schwab US Large- Cap ETF position peaked at $1.63M in Q1 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.