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

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 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 467 shares of SCHM stock, worth $13,514. This represents 0.01% of its overall portfolio holdings.

Number of Shares
467
Previous 211 121.33%
Holding current value
$13,514
Previous $16.4 Million 136.51%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $19,320 - $21,294
256 Added 121.33%
467 $38.8 Million
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
965
Shares Held
149M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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