Coordinated Financial Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 22,774 shares of SCHJ stock, worth $556,824. This represents 0.43% of its overall portfolio holdings.
Number of Shares
22,774Holding current value
$556,824% of portfolio
0.43%Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
114Shares Held
5.27MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
Meridian Wealth Management, LLC316KShares$7.73 Million0.37% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.44 Million5.59% of portfolio
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Modera Wealth Management, LLC207KShares$5.05 Million0.06% of portfolio
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Envestnet Asset Management Inc189KShares$4.63 Million0.0% of portfolio