Coppell Advisory Solutions LLC Schwab Strategic Tr Us Large C Transaction History

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 20,955 shares of SCHX stock, worth $483,012. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,955
Previous 5,335 292.78%
Holding current value
$483,012
Previous $361 Million 35.18%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $349,888 - $1.07 Million
15,620 Added 292.78%
20,955 $488 Million
Q3 2024

Nov 14, 2024
SELL
$61.11 - $67.85 $11,488 - $12,755
-188 Reduced 3.4%
5,335 $361 Million
Q2 2024

Aug 15, 2024
SELL
$58.7 - $64.78 $149,332 - $164,800
-2,544 Reduced 31.54%
5,523 $355 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $391,007 - $456,592
8,067 New
8,067 $455 Million

Others Institutions Holding SCHX

# of Institutions
1,474
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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