Coordinated Financial Services, Inc. Schwab Short Term Us Treasury Transaction History

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 2025

A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 22,013 shares of SCHO stock, worth $537,337. This represents 0.37% of its overall portfolio holdings.

Number of Shares
22,013
Previous 15,170 45.11%
Holding current value
$537,337
Previous $365 Million 47.04%
% of portfolio
0.37%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$24.19 - $24.45 $165,532 - $167,311
6,843 Added 45.11%
22,013 $537 Million
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $364,990 - $741,509
15,170 New
15,170 $365 Million

Others Institutions Holding SCHO

# of Institutions
710
Shares Held
321M
Call Options Held
98.6K
Put Options Held
70.3K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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