Coppell Advisory Solutions Corp. Schwab Strategic Tr Us Large C Transaction History

Coppell Advisory Solutions Corp.

$531 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 17, 2023	BUY	$59.13 - $69.24 $1,773 - $2,077	30 New	30 $1.98 Million

Others Institutions Holding SCHV

# of Institutions

900

Shares Held

330M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

55.4M
Shares

$1.41 Billion
3.05% of portfolio
Sei Investments CO Oaks, PA

38.9M
Shares

$994 Million
1.35% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$843 Million
10.21% of portfolio
Envestnet Asset Management Inc

15.9M
Shares

$407 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

10.1M
Shares

$258 Million
0.66% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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