Coppell Advisory Solutions LLC

Position in SCHW — Schwab Charles Corp

CIK 1848433 COPPELL, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,737,727

-$920,575 QoQ

Shares Held

82,321

+45.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.12%

of 13F equity value

Holder Rank

#657

of 2,304 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Coppell Advisory Solutions LLC holds $8,393,762 across 9 Capital Markets names. SCHW ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	82,321	$4,737,727
2	SNEX	StoneX Group Inc.	47,312	$1,876,815
3	GS	Goldman Sachs Group Inc	981	$992,153
4	MS	Morgan Stanley	2,295	$479,746
5	VIRT	Virtu Financial, Inc.	9,793	$293,113
6	HUT	Hut 8 Corp.	49	$5,656
7	HOOD	Robinhood Markets, Inc.	48	$4,812
8	MARA	MARA Holdings, Inc.	215	$2,986

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,737,727	82,321	+45.4%	Shares	Sole	2026-08-14
2025-12-31	$5,658,302	56,634	+12.8%	Shares	Sole	2026-02-17
2025-09-30	$4,794,694	50,222	+25.4%	Shares	Sole	2025-11-14
2025-06-30	$3,654,891	40,058	+251.8%	Shares	Sole	2025-08-14
2025-03-31	$891,452	11,388	+432.4%	Shares	Sole	2025-05-16
2024-12-31	$158,307	2,139	+35.7%	Shares	Sole	2025-02-14
2024-09-30	$102,140	1,576	-16.6%	Shares	Sole	2024-11-14
2024-06-30	$139,274	1,890	-10.0%	Shares	Sole	2024-08-15
2023-12-31	$144,411	2,099	+909.1%	Shares	Sole	2024-02-14
2023-09-30	$11,419	208	+82.5%	Shares	Sole	2023-11-14
2023-06-30	$6,461	114	-45.2%	Shares	Sole	2023-08-17
2022-12-31	$17,318	208	—	Shares	Sole	2023-05-19
No filing history on record for this holder in this stock.