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 $469,183. This represents 0.36% of its overall portfolio holdings.

Number of Shares
19,300
Previous 5,300 264.15%
Holding current value
$469,183
Previous $255 Million 84.16%
% of portfolio
0.36%
Previous 0.22%

Shares

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

May 16, 2025
BUY
$24.1 - $24.34 $337,400 - $340,760
14,000 Added 264.15%
19,300 $470 Million
Q2 2024

Jul 22, 2024
BUY
$47.75 - $48.13 $253,075 - $255,089
5,300 New
5,300 $255 Million

Others Institutions Holding SCHO

# of Institutions
702
Shares Held
314M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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