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 $2.79 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
33,010
Previous 32,710
0.92%
Holding current value
$2.79 Million
Previous $2.64 Billion
2.67%
% of portfolio
2.2%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$860 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$784 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$756 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio