Wsfs Capital Management, LLC Schwab Strategic Tr Long Term Transaction History
Wsfs Capital Management, LLC
- $1.82 Billion
- Q1 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 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
Others Institutions Holding SCHQ
# of Institutions
90Shares Held
13MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.53MShares$83 Million10.74% of portfolio
-
Bank Of America Corp Charlotte, NC2.35MShares$77.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.66MShares$54.4 Million0.02% of portfolio
-
Sfmg, LLC642KShares$21 Million1.88% of portfolio
-
Northwest Capital Management Inc499KShares$16.4 Million5.51% of portfolio