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 $142,299. This represents 0.24% of its overall portfolio holdings.
Number of Shares
5,820
Previous 4,958
17.39%
Holding current value
$142,299
Previous $240 Million
17.27%
% of portfolio
0.24%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
107Shares Held
3.4MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC193KShares$4.71 Million3.49% of portfolio
-
Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL168KShares$4.12 Million0.02% of portfolio
-
Tap Consulting, LLC164KShares$4.02 Million1.67% of portfolio
-
Bank Of America Corp Charlotte, NC153KShares$3.73 Million0.0% of portfolio