Coordinated Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 102,452 shares of SCHD stock, worth $2.92 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
102,452Holding current value
$2.92 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,944Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio