Wsfs Capital Management, LLC Schwab Strategic Tr Us Large C Transaction History
Wsfs Capital Management, LLC
- $1.97 Billion
- Q3 2025
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 12,765 shares of SCHV stock, worth $370,057. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,765
Previous 14,083
9.36%
Holding current value
$370,057
Previous $389,000
4.63%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SCHV
# of Institutions
980Shares Held
358MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL35.1MShares$1.02 Billion10.7% of portfolio
-
Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio