Quaker Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History
Quaker Wealth Management, LLC
- $282 Million
- Q2 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 $76,991. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,054
Previous 3,054
-0.0%
Holding current value
$76,991
Previous $75,000
1.33%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
496Shares Held
371MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA222MShares$5.59 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A622.3MShares$563 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$308 Million0.08% of portfolio
-
Stifel Financial Corp St. Louis, MO8.01MShares$202 Million0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$118 Million0.01% of portfolio