Coordinated Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025

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 56,157 shares of SCHZ stock, worth $1.31 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
56,157
Previous 58,084 3.32%
Holding current value
$1.31 Million
Previous $1.35 Billion 2.36%
% of portfolio
0.85%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$22.9 - $23.58 $44,128 - $45,438
-1,927 Reduced 3.32%
56,157 $1.32 Billion
Q2 2025

Jul 24, 2025
BUY
$22.68 - $23.28 $191,509 - $196,576
8,444 Added 17.01%
58,084 $1.35 Billion
Q4 2024

Feb 07, 2025
BUY
$22.63 - $47.53 $1.12 Million - $2.36 Million
49,640 New
49,640 $1.13 Billion

Others Institutions Holding SCHZ

# of Institutions
707
Shares Held
174M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

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