Coppell Advisory Solutions LLC Schwab Strategic U.S. Mid Cap Transaction History
Coppell Advisory Solutions LLC
- $606 Billion
- Q2 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 211 shares of SCHM stock, worth $17,409. This represents 0.0% of its overall portfolio holdings.
Number of Shares
211
Previous 272
22.43%
Holding current value
$17,409
Previous $20.5 Million
19.97%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$829 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$262 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$184 Million2.77% of portfolio