Coordinated Financial Services, Inc./Co Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc./Co
- $115 Billion
- Q1 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 22,750 shares of SCHZ stock, worth $1.04 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
22,750Holding current value
$1.04 Million% of portfolio
0.91%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
604Shares Held
105MCall Options Held
600Put Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA32.2MShares$1.47 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY4.48MShares$205 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.59MShares$165 Million5.38% of portfolio
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Capital Management Associates, Inc Minneapolis, MN3.45MShares$158 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.56MShares$117 Million0.03% of portfolio