Coppell Advisory Solutions LLC Schwab Charles Corp Transaction History
Coppell Advisory Solutions LLC
- $944 Billion
- Q3 2025
A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 50,222 shares of SCHW stock, worth $4.62 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
50,222
Previous 40,058
25.37%
Holding current value
$4.62 Million
Previous $3.6 Billion
35.0%
% of portfolio
0.52%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding SCHW
# of Institutions
2,512Shares Held
1.42BCall Options Held
15.4MPut Options Held
19.1M-
Vanguard Group Inc Valley Forge, PA152MShares$13.9 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.29 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA83MShares$7.63 Billion4.57% of portfolio
-
State Street Corp Boston, MA73.2MShares$6.72 Billion0.25% of portfolio
-
Jpmorgan Chase & CO New York, NY60.6MShares$5.57 Billion0.38% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $167B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...