Coordinated Financial Services, Inc. SCHD Holdings History
Number of Shares
102,452.00
Current Holdings Value*
$2.80 Mil
% of Portfolio
2.18%
Total Estimate Gain
$-144,457.32
% of Total Estimate Gain
-4.96%
Coordinated Financial Services, Inc.'s Schwab US Dividend Equity ETF Holding Summary
As of 2024-12-31, Coordinated Financial Services, Inc. held 102,452.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $2.80 Mil. This investment constitutes 2.18% of their stock portfolio, and Coordinated Financial Services, Inc. now holds 0% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SCHD's current price of $27.02, Coordinated Financial Services, Inc.'s estimated gain on his SCHD holdings is $-144,457.32, reflecting a -4.96% gain to date.
Coordinated Financial Services, Inc. SCHD ($27.02) Holding Chart
Coordinated Financial Services, Inc. SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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