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 $568,117. This represents 0.43% of its overall portfolio holdings.

Number of Shares
23,038
Previous 5,820 295.84%
Holding current value
$568,117
Previous $281 Million 102.03%
% of portfolio
0.43%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$24.29 - $24.65 $418,225 - $424,423
17,218 Added 295.84%
23,038 $568 Million
Q2 2024

Jul 22, 2024
BUY
$47.73 - $48.35 $41,143 - $41,677
862 Added 17.39%
5,820 $281 Million
Q1 2024

May 10, 2024
BUY
$48.03 - $48.53 $238,132 - $240,611
4,958 New
4,958 $240 Million

Others Institutions Holding SCHJ

# of Institutions
130
Shares Held
7.67M
Call Options Held
0
Put Options Held
6K
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

SCHJ Quotes by TradingView
  • Ticker SCHJ
  • Sector ETFs
  • Industry ETFs
More about SCHJ
Track This Portfolio

Track Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email