Coordinated Financial Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 27,138 shares of SCHJ stock, worth $674,107. This represents 0.43% of its overall portfolio holdings.
Number of Shares
27,138
Previous 22,245
22.0%
Holding current value
$674,107
Previous $552 Million
22.66%
% of portfolio
0.43%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding SCHJ
# of Institutions
125Shares Held
7.37MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC434KShares$10.8 Million1.3% of portfolio
-
Meridian Wealth Management, LLC396KShares$9.83 Million0.39% of portfolio
-
Envestnet Asset Management Inc378KShares$9.38 Million0.0% of portfolio
-
White Wing Wealth Management The Wodlands, TX345KShares$8.57 Million5.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL335KShares$8.32 Million0.01% of portfolio