Coordinated Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 49,640 shares of SCHZ stock, worth $1.14 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
49,640Holding current value
$1.14 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
704Shares Held
174MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$282 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN7.35MShares$169 Million0.05% of portfolio
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Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$159 Million18.93% of portfolio
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Avantax Planning Partners, Inc.6.79MShares$156 Million5.6% of portfolio
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Charles Schwab Trust CO5.41MShares$124 Million10.66% of portfolio