Coordinated Financial Services, Inc./Co Schwab Strategic Tr 1 5 Yr 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 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 5,820 shares of SCHJ stock, worth $142,066. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,820
Previous 4,958
17.39%
Holding current value
$142,066
Previous $240 Million
17.27%
% of portfolio
0.24%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
100Shares Held
4.87MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA1.73MShares$42.1 Million0.02% of portfolio
-
Columbus Macro, LLC193KShares$4.7 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC166KShares$4.05 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL164KShares$4.01 Million0.02% of portfolio