Coordinated Financial Services, Inc./Co Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 23,301 shares of SCHZ stock, worth $1.08 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
23,301
Previous 22,750
2.42%
Holding current value
$1.08 Million
Previous $1.05 Billion
1.49%
% of portfolio
0.91%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
602Shares Held
107MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.48 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$207 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$166 Million5.38% of portfolio
-
Capital Management Associates, Inc Minneapolis, MN3.45MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.56MShares$118 Million0.03% of portfolio