OWNS
Quaker Investment Trust CCM Affordable Housing MBS ETF
Listed by 1 member on their latest annual reports (3 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Gary J. Palmer AL-6 | Spouse | Ann Palmer Schwab IRA ⇒ Quaker Investment Trust CCM Affordable Housing MBS ETF (OWNS) EF | $15,001 - $50,000 | April 15, 2026 filing 10075305, p. 1 |
| Gary J. Palmer AL-6 | Joint | Charles Schwab ⇒ Quaker Investment Trust CCM Affordable Housing MBS ETF (OWNS) EF | $1,001 - $15,000 | April 15, 2026 filing 10075305, p. 2 |
| Gary J. Palmer AL-6 | Member | Gary Palmer Schwab IRA ⇒ Quaker Investment Trust CCM Affordable Housing MBS ETF (OWNS) EF | $1,001 - $15,000 | April 15, 2026 filing 10075305, p. 3 |
How the count is made: see Most held.