Coordinated Financial Services, Inc./Co Schwab Charles Corp Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Charles Corp stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 3,497 shares of SCHW stock, worth $311,862. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,497
Previous 5,008
30.17%
Holding current value
$311,862
Previous $369 Million
25.82%
% of portfolio
0.21%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding SCHW
# of Institutions
2,313Shares Held
1.47BCall Options Held
17.9MPut Options Held
19.9M-
Vanguard Group Inc Valley Forge, PA148MShares$13.2 Billion0.22% of portfolio
-
Black Rock Inc. New York, NY101MShares$9.01 Billion0.17% of portfolio
-
Dodge & Cox San Francisco, CA88.8MShares$7.91 Billion4.25% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD82MShares$7.32 Billion0.79% of portfolio
-
State Street Corp Boston, MA71.9MShares$6.42 Billion0.24% of portfolio
About SCHWAB CHARLES CORP
- Ticker SCHW
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 1,817,789,952
- Market Cap $162B
- Description
- The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...