Coordinated Financial Services, Inc.'s ownership history for SCHW

Coordinated Financial Services, Inc. currently holds 2.4K shares with a market value of $229.7K. It started holding SCHW on 2024-12-31. At its peak, it held 3.8K shares on 2024-12-31. Its highest holding value was $284.5K on 2024-12-31. At its lowest, it held 2.4K shares on 2025-09-30, with a value of $229.7K on 2025-09-30. In the recent 180 days, Coordinated Financial Services, Inc. has decreased its shares by 1.4K.