A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 200 shares of SCHD stock, worth $16,930. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Holding current value
$16,930
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$75.81 - $80.15 $15,162 - $16,030
200 New
200 $15.6 Million
Q3 2023

Nov 14, 2023

BUY
$70.63 - $75.66 $988 - $1,059
14 New
14 $1.06 Million
Q1 2023

May 19, 2023

SELL
$70.28 - $78.03 $983 - $1,092
-14 Closed
0 $0
Q4 2022

May 19, 2023

BUY
$67.16 - $79.06 $940 - $1,106
14 New
14 $1.06 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Coppell Advisory Solutions LLC Portfolio

Follow Coppell Advisory Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.