Charles Schwab Corporation shares owned by Coppell Advisory Solutions
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Coppell Advisory Solutions
from 13F filings
Historical chart of Coppell Advisory Solutions investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Coppell Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 50k | 96.89 |
| 2025-06-30 | $3.6M | 40k | 89.98 |
| 2025-03-31 | $925k | 11k | 81.26 |
| 2024-12-31 | $159k | 2.1k | 74.17 |
| 2024-09-30 | $102k | 1.6k | 64.42 |
| 2024-06-30 | $139k | 1.9k | 73.69 |
| 2023-12-31 | $144k | 2.1k | 68.80 |
| 2023-09-30 | $17k | 208 | 83.26 |
| 2023-06-30 | $6.5k | 114 | 57.14 |
| 2022-12-31 | $17k | 208 | 83.26 |
More positions owned by Coppell Advisory Solutions
View all positions for Coppell Advisory Solutions