Coordinated Financial Services, Inc.

SEC CIK: 0002022906
Latest filing: May 16, 2025

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Coordinated Financial Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q1 2025 holdings

Shares (Q1 2025): 3,497
Value: $273.8K
% of portfolio: 0.2%
Quarters held: 3; Since Q1 2024

Holdings of SCHW by Coordinated Financial Services, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	3,497	$273.8K	0.2%	–	No prior filing	Holders
Q3 2024	–	–	–	–	Not filed	Holders
Q2 2024	5,008	$369.1K	0.3%	−95−1.9%	Reduced	Holders
Q1 2024	5,103	$369.1K	0.3%	–	No prior filing	Holders