Quaker Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Quaker Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Quaker Wealth Management, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 210 shares of SCHK stock, worth $6,780. This represents 0.0% of its overall portfolio holdings.
Number of Shares
210
Previous 210
-0.0%
Holding current value
$6,780
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
236Shares Held
73.1MCall Options Held
91.7KPut Options Held
20.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA46.6MShares$1.5 Billion2.78% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$215 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$132 Million23.81% of portfolio
-
Creative Planning Overland Park, KS3.09MShares$99.8 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$78.7 Million5.96% of portfolio