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

Coppell Advisory Solutions LLC

  • $502 Billion
  • Q4 2023

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 4,996 shares of SCHB stock, worth $319,843. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,996
Previous 4 124800.0%
Holding current value
$319,843
Previous $179,000 155293.85%
% of portfolio
0.06%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$43.88 - $47.81 $175 - $191
4 New
4 $179,000

Others Institutions Holding SCHB

# of Institutions
1,123
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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