Coordinated Financial Services, Inc./Co Schwab Strategic Tr 1 5 Yr 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 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 5,820 shares of SCHJ stock, worth $143,463. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,820
Previous 4,958 17.39%
Holding current value
$143,463
Previous $240 Million 17.27%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$47.73 - $48.35 $41,143 - $41,677
862 Added 17.39%
5,820 $281 Million
Q1 2024

May 10, 2024
BUY
$48.03 - $48.53 $238,132 - $240,611
4,958 New
4,958 $240 Million

Others Institutions Holding SCHJ

# of Institutions
116
Shares Held
6.95M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

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