Wsfs Capital Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Wsfs Capital Management, LLC
- $1.83 Billion
- Q4 2024
A detailed history of Wsfs Capital Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Wsfs Capital Management, LLC holds 98,088 shares of SCHD stock, worth $2.71 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
98,088
Previous 1,548
6236.43%
Holding current value
$2.71 Million
Previous $42,000
6278.57%
% of portfolio
0.15%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio