Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Large C Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 11,421 shares of SCHG stock, worth $317,618. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,421
Previous 3,104
267.94%
Holding current value
$317,618
Previous $313 Million
8.64%
% of portfolio
0.22%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,502Shares Held
739MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.34 Billion0.4% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.15 Billion1.38% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.12 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.06 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$684 Million0.25% of portfolio