Coppell Advisory Solutions LLC Schwab Strategic Tr Us Broad M Transaction History
Coppell Advisory Solutions LLC
- $502 Billion
- Q4 2023
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 4,996 shares of SCHB stock, worth $318,045. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,996
Previous 4
124800.0%
Holding current value
$318,045
Previous $179,000
155293.85%
% of portfolio
0.06%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHB
# of Institutions
1,122Shares Held
161MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.39 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$402 Million1.04% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$256 Million5.24% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$233 Million18.5% of portfolio
-
Evensky & Katz LLC3.4MShares$216 Million14.63% of portfolio