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

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025

A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 56,991 shares of SCHZ stock, worth $1.33 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
56,991
Previous 23,301 144.59%
Holding current value
$1.33 Million
Previous $1.06 Billion 24.28%
% of portfolio
1.01%
Previous 0.91%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$22.46 - $23.26 $756,677 - $783,629
33,690 Added 144.59%
56,991 $1.32 Billion
Q2 2024

Jul 22, 2024
BUY
$44.66 - $45.99 $24,607 - $25,340
551 Added 2.42%
23,301 $1.06 Billion
Q1 2024

May 10, 2024
BUY
$45.44 - $46.67 $1.03 Million - $1.06 Million
22,750 New
22,750 $1.05 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
Track This Portfolio

Track Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email