Coordinated Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 12,622 shares of SCHG stock, worth $381,689. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,622
Previous 14,221
11.24%
Holding current value
$381,689
Previous $396 Million
6.98%
% of portfolio
0.26%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,562Shares Held
760MCall Options Held
327KPut Options Held
193K-
Envestnet Asset Management Inc48.3MShares$1.46 Billion0.4% of portfolio
-
Mather Group, Llc. Chicago, IL42.3MShares$1.28 Billion13.29% of portfolio
-
Sei Investments CO Oaks, PA41.2MShares$1.25 Billion1.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA38.2MShares$1.15 Billion2.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.6MShares$744 Million0.25% of portfolio