A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 3,104 shares of SCHG stock, worth $87,874. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,104
Previous 3,338 7.01%
Holding current value
$87,874
Previous $310 Million 1.13%
% of portfolio
0.27%
Previous 0.27%

Shares

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

Jul 22, 2024

SELL
$87.04 - $101.61 $20,367 - $23,776
-234 Reduced 7.01%
3,104 $313 Million
Q1 2024

May 10, 2024

BUY
$80.6 - $93.32 $269,042 - $311,502
3,338 New
3,338 $310 Million

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
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