Coordinated Financial Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 22,245 shares of SCHJ stock, worth $551,008. This represents 0.38% of its overall portfolio holdings.
Number of Shares
22,245
Previous 22,774
2.32%
Holding current value
$551,008
Previous $555 Million
0.58%
% of portfolio
0.38%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
131Shares Held
7.71MCall Options Held
0Put Options Held
6K-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc394KShares$9.76 Million0.0% of portfolio
-
Meridian Wealth Management, LLC363KShares$9 Million0.44% of portfolio
-
Tap Consulting, LLC334KShares$8.28 Million1.74% of portfolio
-
Cetera Investment Advisers Schaumburg, IL331KShares$8.19 Million0.02% of portfolio