Coppell Advisory Solutions Corp. Schwab Strategic Tr Us Broad M Transaction History
Coppell Advisory Solutions Corp.
- $531 Billion
- Q1 2024
A detailed history of Coppell Advisory Solutions Corp. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coppell Advisory Solutions Corp. holds 4,411 shares of SCHB stock, worth $113,892. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,411
Previous 6,193
28.77%
Holding current value
$113,892
Previous $292 Million
7.74%
% of portfolio
0.05%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,379Shares Held
499MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio