Coordinated Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 102,452 shares of SCHD stock, worth $2.68 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
102,452Holding current value
$2.68 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$865 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$774 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$769 Million0.06% of portfolio