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 $981,525. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,294
Previous 32,037
5.44%
Holding current value
$981,525
Previous $1.05 Million
0.76%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding SCHQ
# of Institutions
105Shares Held
14.6MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.74MShares$88.7 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.36MShares$76.6 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.84MShares$59.5 Million0.02% of portfolio
-
Mirae Asset Global Investments Co., Ltd.989KShares$32 Million0.15% of portfolio
-
Sfmg, LLC636KShares$20.6 Million1.83% of portfolio