Wsfs Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Wsfs Capital Management, LLC
- $1.83 Billion
- Q4 2024
A detailed history of Wsfs Capital Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 8,004 shares of SCHG stock, worth $202,341. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,004
Previous 16,618
51.84%
Holding current value
$202,341
Previous $463,000
51.84%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,483Shares Held
706MCall Options Held
296KPut Options Held
153K-
Envestnet Asset Management Inc42.5MShares$1.07 Billion0.39% of portfolio
-
Mather Group, Llc. Chicago, IL40.5MShares$1.02 Billion11.8% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.01 Billion2.34% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$965 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.1MShares$558 Million0.26% of portfolio