Coppell Advisory Solutions Corp. Schwab Strategic Tr Us Broad M Transaction History
Coppell Advisory Solutions Corp.
- $531 Billion
- Q1 2024
A detailed history of Coppell Advisory Solutions Corp. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Coppell Advisory Solutions Corp. holds 4,411 shares of SCHB stock, worth $89,322. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,411
Previous 6,193
28.77%
Holding current value
$89,322
Previous $292 Million
7.74%
% of portfolio
0.05%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,269Shares Held
484MCall Options Held
365KPut Options Held
32.6K-
Wealthfront Advisers LLC60.2MShares$1.22 Billion4.02% of portfolio
-
Betterment LLC New York, NY17.8MShares$360 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$242 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$207 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$189 Million13.85% of portfolio