Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 3,104 shares of SCHG stock, worth $89,643. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,104
Previous 3,338
7.01%
Holding current value
$89,643
Previous $310 Million
1.13%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,342Shares Held
1.8BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$45.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$325 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$316 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$282 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$276 Million1.33% of portfolio