Coordinated Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 103,806 shares of SCHD stock, worth $2.83 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
103,806
Previous 103,986 0.17%
Holding current value
$2.83 Million
Previous $2.76 Billion 2.84%
% of portfolio
1.82%
Previous 1.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$26.38 - $27.95 $4,748 - $5,031
-180 Reduced 0.17%
103,806 $2.83 Billion
Q2 2025

Jul 24, 2025
BUY
$24.32 - $27.87 $37,306 - $42,752
1,534 Added 1.5%
103,986 $2.76 Billion
Q4 2024

Feb 07, 2025
BUY
$26.93 - $84.95 $2.76 Million - $8.7 Million
102,452 New
102,452 $2.8 Billion

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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