Wsfs Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History

Wsfs Capital Management, LLC

  • $1.82 Billion
  • Q1 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 7,201 shares of SCHV stock, worth $532,585. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,201
Previous 7,326 1.71%
Holding current value
$532,585
Previous $513,000 6.63%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 01, 2024
SELL
$68.82 - $75.98 $8,602 - $9,497
-125 Reduced 1.71%
7,201 $547,000
Q4 2023

Feb 02, 2024
SELL
$61.16 - $70.24 $99,996 - $114,842
-1,635 Reduced 18.25%
7,326 $513,000
Q3 2023

Nov 07, 2023
SELL
$64.45 - $69.39 $32,225 - $34,695
-500 Reduced 5.28%
8,961 $577,000
Q2 2023

Aug 11, 2023
SELL
$63.33 - $67.21 $126,660 - $134,420
-2,000 Reduced 17.45%
9,461 $634,000
Q4 2022

Feb 10, 2023
BUY
$64.27 - $69.24 $736,598 - $793,559
11,461 New
11,461 $756,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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