Coordinated Financial Services, Inc./Co Schwab Short Term Us Treasury Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 19,300 shares of SCHO stock, worth $468,797. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,300
Previous 5,300
264.15%
Holding current value
$468,797
Previous $255 Million
84.16%
% of portfolio
0.36%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding SCHO
# of Institutions
694Shares Held
307MCall Options Held
104KPut Options Held
38.4K-
Bank Of America Corp Charlotte, NC108MShares$2.63 Billion0.22% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN21.8MShares$530 Million0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$521 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA16.5MShares$401 Million0.54% of portfolio
-
Envestnet Asset Management Inc7.65MShares$186 Million0.06% of portfolio