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 $852,318. This represents 2.2% of its overall portfolio holdings.
Number of Shares
33,010
Previous 32,710
0.92%
Holding current value
$852,318
Previous $2.64 Billion
2.67%
% of portfolio
2.2%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,974Shares Held
839MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.28 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$938 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$735 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.26MShares$671 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$560 Million0.22% of portfolio