A detailed history of Wsfs Capital Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 40,841 shares of SCHQ stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
40,841
Previous 71,939 43.23%
Holding current value
$1.34 Million
Previous $2.52 Million 45.42%
% of portfolio
0.08%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

SELL
$32.9 - $35.0 $1.02 Million - $1.09 Million
-31,098 Reduced 43.23%
40,841 $1.38 Million
Q4 2023

Feb 02, 2024

BUY
$29.71 - $35.56 $2.14 Million - $2.56 Million
71,939 New
71,939 $2.52 Million

Others Institutions Holding SCHQ

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
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