Coordinated Financial Services, Inc./Co Schwab Strategic Tr 1 5 Yr C 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 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 23,038 shares of SCHJ stock, worth $570,881. This represents 0.43% of its overall portfolio holdings.
Number of Shares
23,038
Previous 5,820
295.84%
Holding current value
$570,881
Previous $281 Million
102.03%
% of portfolio
0.43%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
133Shares Held
7.91MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.29 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.23 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.03 Million5.51% of portfolio