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Coppell Advisory Solutions’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Coppell Advisory Solutions’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$3.41K – 1564
2024
Q4 		$3.41K Buy
+150
New +$3.46K ﹤0.01% 1426

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CST
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Coppell Advisory Solutions's SCHZ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2025, closing a stake of 150 shares — an estimated $3.41K sold.

Coppell Advisory Solutions first reported a position in SCHZ in Q4 2024 and held it in 1 quarter. The position peaked at $3.41K in Q4 2024. 642 funds tracked by Wall St. Rank hold SCHZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 150 Schwab US Aggregate Bond ETF shares in Q1 2025, an estimated $3.41K.
  • Coppell Advisory Solutions first reported a position in Schwab US Aggregate Bond ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Schwab US Aggregate Bond ETF position peaked at $3.41K in Q4 2024.
  • 642 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2025.

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