Coppell Advisory Solutions LLC Schwab Strategic Tr Us Broad M Transaction History

Coppell Advisory Solutions LLC

$716 Billion
Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 13,059 shares of SCHB stock, worth $285,077. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,059

Previous 4,353 200.0%

Holding current value

$285,077

Previous $288 Million 3.17%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $191,619 - $581,734	8,706 Added 200.0%	13,059 $297 Million
Q2 2024 Aug 15, 2024	SELL	$57.57 - $63.3 $37,017 - $40,701	-643 Reduced 12.87%	4,353 $274 Million
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $237,669 - $279,102	4,992 Added 124800.0%	4,996 $278 Million
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $205,302 - $221,779	-4,140 Reduced 99.9%	4 $179,000
Q2 2023 Aug 17, 2023	SELL	$47.08 - $51.7 $96,466 - $105,933	-2,049 Reduced 33.09%	4,144 $212 Million
Q1 2023 May 19, 2023	BUY	$44.47 - $49.23 $275,224 - $304,684	6,189 Added 154725.0%	6,193 $292 Million
Q4 2022 May 19, 2023	BUY	$41.94 - $47.81 $167 - $191	4 New	4 $179,000

Others Institutions Holding SCHB

# of Institutions

1,264

Shares Held

423M

Call Options Held

365K

Put Options Held

32.6K

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About SCHWAB STRATEGIC TR US BROAD M

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Coppell Advisory Solutions LLC Schwab Strategic Tr Us Broad M Transaction History