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 $555,012. This represents 0.38% of its overall portfolio holdings.
Number of Shares
22,245
Previous 22,774
2.32%
Holding current value
$555,012
Previous $555 Million
0.58%
% of portfolio
0.38%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding SCHJ
# of Institutions
130Shares Held
7.3MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Envestnet Asset Management Inc375KShares$9.36 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.3 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.34 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.08 Million5.51% of portfolio