Charles Schwab Investment Management Inc Wsfs Financial Corp Transaction History

Charles Schwab Investment Management Inc

  • $521 Billion
  • Q1 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Wsfs Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 748,085 shares of WSFS stock, worth $39.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
748,085
Previous 740,584 1.01%
Holding current value
$39.8 Million
Previous $39.3 Million 1.38%
% of portfolio
0.01%
Previous 0.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$49.95 - $59.33 $374,674 - $445,034
7,501 Added 1.01%
748,085 $38.8 Million
Q4 2024

Feb 06, 2025
BUY
$48.57 - $61.09 $954,400 - $1.2 Million
19,650 Added 2.73%
740,584 $39.3 Million
Q3 2024

Nov 12, 2024
SELL
$45.65 - $57.21 $52,862 - $66,249
-1,158 Reduced 0.16%
720,934 $36.8 Million
Q2 2024

Aug 12, 2024
BUY
$41.74 - $47.0 $1.91 Million - $2.15 Million
45,682 Added 6.75%
722,092 $33.9 Million
Q1 2024

May 08, 2024
BUY
$41.0 - $47.34 $1.42 Million - $1.63 Million
34,515 Added 5.38%
676,410 $30.5 Million
Q4 2023

Feb 06, 2024
BUY
$33.96 - $47.08 $970,339 - $1.35 Million
28,573 Added 4.66%
641,895 $29.5 Million
Q3 2023

Nov 08, 2023
BUY
$35.43 - $44.24 $960,365 - $1.2 Million
27,106 Added 4.62%
613,322 $22.4 Million
Q2 2023

Aug 09, 2023
BUY
$29.94 - $39.77 $480,537 - $638,308
16,050 Added 2.81%
586,216 $22.1 Million
Q1 2023

May 11, 2023
BUY
$37.05 - $51.16 $193,956 - $267,822
5,235 Added 0.93%
570,166 $21.4 Million
Q4 2022

Feb 13, 2023
BUY
$44.36 - $49.78 $118,529 - $133,012
2,672 Added 0.48%
564,931 $25.6 Million
Q3 2022

Nov 14, 2022
BUY
$37.96 - $51.42 $412,549 - $558,832
10,868 Added 1.97%
562,259 $26.1 Million
Q2 2022

Aug 15, 2022
BUY
$37.77 - $45.83 $249,357 - $302,569
6,602 Added 1.21%
551,391 $22.1 Million
Q1 2022

May 13, 2022
BUY
$46.62 - $56.06 $6.76 Million - $8.12 Million
144,903 Added 36.24%
544,789 $25.4 Million
Q4 2021

Feb 11, 2022
BUY
$47.5 - $55.67 $519,080 - $608,361
10,928 Added 2.81%
399,886 $20 Million
Q3 2021

Nov 16, 2021
BUY
$42.8 - $52.05 $243,232 - $295,800
5,683 Added 1.48%
388,958 $20 Million
Q2 2021

Aug 16, 2021
SELL
$46.59 - $54.54 $562,527 - $658,515
-12,074 Reduced 3.05%
383,275 $17.9 Million
Q1 2021

May 17, 2021
SELL
$42.97 - $54.87 $901,897 - $1.15 Million
-20,989 Reduced 5.04%
395,349 $19.7 Million
Q4 2020

Feb 16, 2021
SELL
$27.23 - $45.24 $165,149 - $274,380
-6,065 Reduced 1.44%
416,338 $18.7 Million
Q3 2020

Nov 13, 2020
BUY
$24.82 - $31.76 $779,248 - $997,136
31,396 Added 8.03%
422,403 $11.4 Million
Q2 2020

Aug 14, 2020
BUY
$21.5 - $32.8 $1.14 Million - $1.73 Million
52,869 Added 15.64%
391,007 $11.2 Million
Q1 2020

May 15, 2020
BUY
$19.49 - $44.0 $394,653 - $890,956
20,249 Added 6.37%
338,138 $8.43 Million
Q4 2019

Feb 07, 2020
SELL
$42.17 - $45.36 $47,905 - $51,528
-1,136 Reduced 0.36%
317,889 $14 Million
Q3 2019

Nov 08, 2019
BUY
$39.21 - $45.74 $329,403 - $384,261
8,401 Added 2.7%
319,025 $14.1 Million
Q2 2019

Aug 09, 2019
BUY
$39.11 - $44.25 $359,264 - $406,480
9,186 Added 3.05%
310,624 $12.8 Million
Q1 2019

May 14, 2019
BUY
$37.51 - $44.48 $5.05 Million - $5.99 Million
134,669 Added 80.75%
301,438 $11.6 Million
Q4 2018

Feb 14, 2019
SELL
$36.4 - $48.07 $112,039 - $147,959
-3,078 Reduced 1.81%
166,769 $6.32 Million
Q3 2018

Nov 13, 2018
BUY
$46.7 - $57.55 $377,803 - $465,579
8,090 Added 5.0%
169,847 $8.01 Million
Q2 2018

Aug 08, 2018
BUY
$47.1 - $56.2 $428,892 - $511,757
9,106 Added 5.97%
161,757 $8.62 Million
Q1 2018

May 07, 2018
BUY
$46.65 - $52.95 $263,479 - $299,061
5,648 Added 3.84%
152,651 $7.31 Million
Q4 2017

Jan 17, 2018
BUY
$46.35 - $52.05 $444,635 - $499,315
9,593 Added 6.98%
147,003 $7.04 Million
Q3 2017

Nov 13, 2017
BUY
$42.65 - $48.75 $5.86 Million - $6.7 Million
137,410
137,410 $6.7 Million

Others Institutions Holding WSFS

# of Institutions
276
Shares Held
53M
Call Options Held
0
Put Options Held
0
View Full List

About WSFS FINANCIAL CORP

WSFS Quotes by TradingView
  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.3B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
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