Quaker Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Quaker Wealth Management, LLC
- $268 Million
- Q1 2025
A detailed history of Quaker Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 87 shares of SCHX stock, worth $2,027. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87Holding current value
$2,027% of portfolio
0.0%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,497Shares Held
1.15BCall Options Held
53.9KPut Options Held
5.49K-
Us Bancorp \De\217MShares$5.06 Billion6.48% of portfolio
-
Creative Planning Overland Park, KS82.7MShares$1.93 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$810 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33MShares$770 Million28.87% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$728 Million9.64% of portfolio