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

Coordinated Financial Services, Inc. currently holds 109.1K shares with a market value of $3.3M. It started holding SCHD on 2024-12-31. At its peak, it held 111.2K shares on 2025-12-31. Its highest holding value was $3.3M on 2026-03-31. At its lowest, it held 102.5K shares on 2024-12-31, with a value of $2.8M on 2025-06-30. In the recent 180 days, Coordinated Financial Services, Inc. has increased its shares by 5.2K. In the recent year, Coordinated Financial Services, Inc. has increased its shares by 6.6K.