Coppell Advisory Solutions LLC Schwab Strategic Tr Us Emergin Transaction History
Coppell Advisory Solutions LLC
- $606 Billion
- Q2 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 565 shares of SCHE stock, worth $16,916. This represents 0.0% of its overall portfolio holdings.
Number of Shares
565
Previous 420
34.52%
Holding current value
$16,916
Previous $10.4 Million
44.22%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding SCHE
# of Institutions
771Shares Held
237MCall Options Held
13.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA99.2MShares$2.97 Billion0.51% of portfolio
-
Creative Planning Overland Park, KS22.1MShares$663 Million0.63% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.6MShares$586 Million1.16% of portfolio
-
High Tower Advisors, LLC Chicago, IL7.26MShares$217 Million0.3% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.21MShares$96.1 Million3.96% of portfolio