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Schwab U S Broad Market ETF shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 4.4k 66.24
2024-06-30 $274k 4.4k 62.87
2023-12-31 $278k 5.0k 55.68
2023-09-30 $179 4 44.75
2023-06-30 $212k 4.1k 51.14
2023-03-31 $292k 6.2k 47.13
2022-12-31 $179 4 44.75

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View all positions for Coppell Advisory Solutions

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
SCS Capital Management
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Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
Evergreen Advisors
Callan Capital
HT Partners
Hanson & Doremus Investment Management
Retirement Planning Group
BKD Wealth Advisors

View all funds holding Schwab U S Broad Market ETF