Coordinated Financial Services, Inc./Co Schwab Us Aggregate Bond ETF Put Options Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY7.38MShares$171 Million18.39% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.99MShares$162 Million5.22% of portfolio
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Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio