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 $82,969. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,104
Previous 3,338
7.01%
Holding current value
$82,969
Previous $310 Million
1.13%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$284 Million2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$267 Million0.36% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$261 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$243 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$120 Million14.61% of portfolio