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

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025

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 100,908 shares of SCHD stock, worth $2.71 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
100,908
Previous 33,010 205.69%
Holding current value
$2.71 Million
Previous $2.57 Billion 9.92%
% of portfolio
2.16%
Previous 2.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$27.01 - $28.54 $1.83 Million - $1.94 Million
67,898 Added 205.69%
100,908 $2.82 Billion
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
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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