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

Coordinated Financial Services, Inc.

  • $144 Billion
  • Q2 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 58,084 shares of SCHZ stock, worth $1.37 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
58,084
Previous 49,640 17.01%
Holding current value
$1.37 Million
Previous $1.13 Billion 19.79%
% of portfolio
0.93%
Previous 0.88%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
714
Shares Held
169M
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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