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 $101,453. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,411
Previous 6,193
28.77%
Holding current value
$101,453
Previous $292 Million
7.74%
% of portfolio
0.05%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,295Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.34 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$397 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$275 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$274 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$207 Million13.03% of portfolio