Wsfs Capital Management, LLC Schwab Strategic Tr Long Term Transaction History

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q3 2024

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 30,294 shares of SCHQ stock, worth $949,111. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,294
Previous 32,037 5.44%
Holding current value
$949,111
Previous $1.05 Million 0.76%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$32.17 - $35.98 $56,072 - $62,713
-1,743 Reduced 5.44%
30,294 $1.06 Million
Q2 2024

Jul 30, 2024
SELL
$31.45 - $33.71 $276,885 - $296,782
-8,804 Reduced 21.56%
32,037 $1.05 Million
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

# of Institutions
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

SCHQ Quotes by TradingView
  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Wsfs Capital Management, LLC Portfolio

Follow Wsfs Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wsfs Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wsfs Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email