Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Dividen Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 33,010 shares of SCHD stock, worth $900,842. This represents 2.2% of its overall portfolio holdings.
Number of Shares
33,010
Previous 32,710
0.92%
Holding current value
$900,842
Previous $2.64 Billion
2.67%
% of portfolio
2.2%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$315 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$252 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$244 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$232 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$202 Million0.05% of portfolio