Coordinated Financial Services, Inc./Co Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 11,421 shares of SCHG stock, worth $368,441. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,421
Previous 3,104 267.94%
Holding current value
$368,441
Previous $313 Million 8.64%
% of portfolio
0.22%
Previous 0.27%

Shares

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

May 16, 2025
BUY
$24.91 - $29.02 $207,176 - $241,359
8,317 Added 267.94%
11,421 $286 Million
Q2 2024

Jul 22, 2024
SELL
$87.04 - $101.61 $20,367 - $23,776
-234 Reduced 7.01%
3,104 $313 Million
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $269,042 - $311,502
3,338 New
3,338 $310 Million

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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