Quaker Wealth Management, LLC Schwab Strategic Tr 1000 Index Transaction History
Quaker Wealth Management, LLC
- $290 Million
- Q3 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 $6,782. This represents 0.0% of its overall portfolio holdings.
Number of Shares
210
Previous 210
-0.0%
Holding current value
$6,782
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
243Shares Held
71.4MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.12MShares$198 Million11.54% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million17.62% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio