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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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.