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Schwab U S Large Cap Growth ETF shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $258k 2.5k 103.66
2024-06-30 $155k 1.5k 100.84
2023-12-31 $1.1M 14k 82.96
2023-09-30 $1.2k 22 55.55
2023-06-30 $1.3k 18 73.83
2022-12-31 $1.2k 22 55.55

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Walmart WMT (WMT)
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Unitedhealth Group Unh (UNH)
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View all positions for Coppell Advisory Solutions

Top funds holding Schwab U S Large Cap Growth ETF

Koshinski Asset Management
Mather Group
Financial Engines Advisors L.L.C
Envestnet Asset Management
Sei Investments
McAdam
Thrive Wealth Management
Moneta Group Investment Advisors
Focus Financial Network
LPL Financial
Mariner Wealth Advisors
Marquette Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
HHM Wealth Advisors

View all funds holding Schwab U S Large Cap Growth ETF