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

Coordinated Financial Services, Inc./Co

  • $117 Billion
  • Q2 2024

A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 33,010 shares of SCHD stock, worth $968,843. This represents 2.2% of its overall portfolio holdings.

Number of Shares
33,010
Previous 32,710 0.92%
Holding current value
$968,843
Previous $2.64 Billion 2.67%
% of portfolio
2.2%
Previous 2.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $22,743 - $24,045
300 Added 0.92%
33,010 $2.57 Billion
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $2.46 Million - $2.64 Million
32,710 New
32,710 $2.64 Billion

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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