Coppell Advisory Solutions LLC Schwab Strategic Tr Us Dividen Transaction History

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 2,487 shares of SCHD stock, worth $63,219. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,487
Previous 410 506.59%
Holding current value
$63,219
Previous $34.6 Million 95.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
BUY
$26.93 - $84.95 $55,933 - $176,441
2,077 Added 506.59%
2,487 $67.7 Million
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $16,174 - $17,862
210 Added 105.0%
410 $34.6 Million
Q2 2024

Aug 15, 2024
BUY
$75.81 - $80.15 $15,162 - $16,030
200 New
200 $15.6 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $988 - $1,059
14 New
14 $1.06 Million
Q1 2023

May 19, 2023
SELL
$70.28 - $78.03 $983 - $1,092
-14 Closed
0 $0
Q4 2022

May 19, 2023
BUY
$67.16 - $79.06 $940 - $1,106
14 New
14 $1.06 Million

Others Institutions Holding SCHD

# of Institutions
1,958
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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