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

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 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 4,353 shares of SCHB stock, worth $101,250. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,353
Previous 4,353 -0.0%
Holding current value
$101,250
Previous $274 Million 5.36%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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