Quaker Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Quaker Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Quaker Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 171 shares of SCHM stock, worth $5,136. This represents 0.0% of its overall portfolio holdings.
Number of Shares
171
Previous 171
-0.0%
Holding current value
$5,136
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,041Shares Held
284MCall Options Held
9.4KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$1.81 Billion3.39% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$889 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.6MShares$318 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO10.3MShares$309 Million0.21% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO9.47MShares$284 Million3.22% of portfolio