Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Small C Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 8,703 shares of SCHA stock, worth $238,723. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,703Holding current value
$238,723% of portfolio
0.16%Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,324Shares Held
261MCall Options Held
104KPut Options Held
2.1K-
Empower Advisory Group, LLC Greenwood Village, CO34.2MShares$938 Million2.66% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$474 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA14.7MShares$403 Million0.46% of portfolio
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Personal Capital Advisors Corp10.5MShares$289 Million2.07% of portfolio
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Northwestern Mutual Wealth Management CO5.24MShares$144 Million0.1% of portfolio