Quaker Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History
Quaker Wealth Management, LLC
- $290 Million
- Q3 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 $2,308. This represents 0.0% of its overall portfolio holdings.
Number of Shares
87Holding current value
$2,308% of portfolio
0.0%Shares
0 transactions
| Quarter | Operation | Price Per share | shares change | shares Held | SEC Form |
|---|
Others Institutions Holding SCHX
# of Institutions
1,634Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio