Coordinated Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 49,640 shares of SCHZ stock, worth $1.14 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
49,640Holding current value
$1.14 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
682Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$270 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
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Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
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Charles Schwab Trust CO5.9MShares$136 Million11.76% of portfolio