Coordinated Financial Services, Inc. Schwab Strategic Tr Us Large C Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
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 14,221 shares of SCHG stock, worth $408,569. This represents 0.31% of its overall portfolio holdings.
Number of Shares
14,221Holding current value
$408,569% of portfolio
0.31%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,389Shares Held
1.95BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.9 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
-
Avantax Planning Partners, Inc.15.4MShares$442 Million15.54% of portfolio
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Raymond James Financial Inc St. Petersburg, FL14.5MShares$416 Million0.15% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$323 Million2.41% of portfolio