Coordinated Financial Services, Inc. Schwab Us Aggregate Bond ETF Transaction History
Coordinated Financial Services, Inc.
- $128 Billion
- Q4 2024
A detailed history of Coordinated Financial Services, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 49,640 shares of SCHZ stock, worth $1.14 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
49,640Holding current value
$1.14 Million% of portfolio
0.88%Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
644Shares Held
116MCall Options Held
100Put Options Held
0-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
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Jpmorgan Chase & CO New York, NY6.33MShares$145 Million0.02% of portfolio
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Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio
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Ameriprise Financial Inc Minneapolis, MN4.15MShares$95.1 Million0.05% of portfolio
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Total Wealth Planning, LLC3.57MShares$81.8 Million13.4% of portfolio