Quaker Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Quaker Wealth Management, LLC
- $268 Million
- Q1 2025
A detailed history of Quaker Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 3,054 shares of SCHR stock, worth $75,861. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,054Holding current value
$75,861% of portfolio
0.03%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHR
# of Institutions
485Shares Held
363MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.45 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$461 Million0.1% of portfolio
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Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
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Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
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Jpmorgan Chase & CO New York, NY4.69MShares$116 Million0.01% of portfolio