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 $2.84 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
102,452Holding current value
$2.84 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,853Shares Held
504MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$420 Million4.17% of portfolio
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Lpl Financial LLC Fort Mill, SC11.5MShares$320 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$307 Million8.18% of portfolio