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

Coppell Advisory Solutions LLC

$716 Billion
Q4 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 1,309 shares of SCHM stock, worth $36,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,309

Previous 467 180.3%

Holding current value

$36,625

Previous $38.8 Million 6.62%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$27.54 - $83.04 $23,188 - $69,919	842 Added 180.3%	1,309 $36.2 Million
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

1,006

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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