Coppell Advisory Solutions LLC Schwab Strategic U.S. Mid Cap Transaction History

Coppell Advisory Solutions LLC

  • $606 Billion
  • Q2 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 211 shares of SCHM stock, worth $17,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Previous 272 22.43%
Holding current value
$17,409
Previous $20.5 Million 19.97%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$75.69 - $81.19 $4,617 - $4,952
-61 Reduced 22.43%
211 $16.4 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $12,602 - $15,190
200 Added 277.78%
272 $20.5 Million
Q2 2023

Aug 17, 2023
BUY
$65.29 - $71.03 $4,700 - $5,114
72 New
72 $5.08 Million
Q1 2023

May 19, 2023
SELL
$64.24 - $73.9 $4,625 - $5,320
-72 Closed
0 $0
Q4 2022

May 19, 2023
BUY
$61.05 - $69.94 $4,395 - $5,035
72 New
72 $4.72 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Coppell Advisory Solutions LLC Portfolio

Follow Coppell Advisory Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email