Coordinated Financial Services, Inc. Schwab Short Term Us Treasury Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 34,019 shares of SCHO stock, worth $828,362. This represents 0.53% of its overall portfolio holdings.

Number of Shares
34,019
Previous 22,013 54.54%
Holding current value
$828,362
Previous $537 Million 54.67%
% of portfolio
0.53%
Previous 0.37%

Shares

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

Oct 30, 2025
BUY
$24.23 - $24.42 $290,905 - $293,186
12,006 Added 54.54%
34,019 $830 Million
Q2 2025

Jul 24, 2025
BUY
$24.19 - $24.45 $165,532 - $167,311
6,843 Added 45.11%
22,013 $537 Million
Q4 2024

Feb 07, 2025
BUY
$24.06 - $48.88 $364,990 - $741,509
15,170 New
15,170 $365 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

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