Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Large C Transaction History
Coordinated Financial Services, Inc./Co
- $117 Billion
- Q2 2024
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 3,104 shares of SCHG stock, worth $88,588. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,104
Previous 3,338
7.01%
Holding current value
$88,588
Previous $310 Million
1.13%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,420Shares Held
2.1BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.6 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.21 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.14 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.09 Billion1.41% of portfolio