Coppell Advisory Solutions LLC Schwab Strategic Tr Us Small C Transaction History

Coppell Advisory Solutions LLC

$716 Billion
Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 6,188 shares of SCHA stock, worth $141,272. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,188

Previous 3,510 76.3%

Holding current value

$141,272

Previous $180 Million 11.35%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.33 - $51.16 $67,833 - $137,006	2,678 Added 76.3%	6,188 $160 Million
Q3 2024 Nov 14, 2024	SELL	$46.9 - $51.96 $10,224 - $11,327	-218 Reduced 5.85%	3,510 $180 Million
Q2 2024 Aug 15, 2024	SELL	$45.24 - $49.04 $99,392 - $107,740	-2,197 Reduced 37.08%	3,728 $177 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $222,984 - $280,820	5,848 Added 7594.81%	5,925 $280 Million
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $20,425 - $23,050	-500 Reduced 86.66%	77 $3.12 Million
Q2 2023 Aug 17, 2023	BUY	$39.91 - $43.82 $23,028 - $25,284	577 New	577 $25.2 Million
Q1 2023 May 19, 2023	SELL	$39.82 - $46.36 $3,066 - $3,569	-77 Closed	0 $0
Q4 2022 May 19, 2023	BUY	$38.25 - $43.54 $2,945 - $3,352	77 New	77 $3.12 Million

Others Institutions Holding SCHA

# of Institutions

1,266

Shares Held

273M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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Coppell Advisory Solutions LLC Schwab Strategic Tr Us Small C Transaction History