Coordinated Financial Services, Inc./Co Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 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 23,301 shares of SCHZ stock, worth $535,223. This represents 0.91% of its overall portfolio holdings.
Number of Shares
23,301
Previous 22,750
2.42%
Holding current value
$535,223
Previous $1.05 Billion
1.49%
% of portfolio
0.91%
Previous 0.91%
Shares
2 transactions
Others Institutions Holding SCHZ
# of Institutions
679Shares Held
163MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$269 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio