Coordinated Financial Services, Inc. Schwab Strategic Tr Intl Small Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 4,461 shares of SCHC stock, worth $200,923. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,461
Previous 4,753
6.14%
Holding current value
$200,923
Previous $202 Million
0.29%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
514Shares Held
45.3MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio