Coppell Advisory Solutions LLC Schwab Strategic Tr Us Large C Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
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 615 shares of SCHV stock, worth $15,424. This represents 0.0% of its overall portfolio holdings.
Number of Shares
615
Previous 205
200.0%
Holding current value
$15,424
Previous $16.4 Million
2.83%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
895Shares Held
328MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.39 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$976 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$802 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$399 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$254 Million0.66% of portfolio