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

Wsfs Capital Management, LLC

$1.83 Billion
Q3 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 28,125 shares of SCHX stock, worth $678,656. This represents 0.1% of its overall portfolio holdings.

Number of Shares

28,125

Previous 28,036 0.32%

Holding current value

$678,656

Previous $1.8 Million 5.94%

% of portfolio

0.1%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$61.11 - $67.85 $5,438 - $6,038	89 Added 0.32%	28,125 $1.91 Million
Q2 2024 Jul 30, 2024	BUY	$58.7 - $64.78 $1,761 - $1,943	30 Added 0.11%	28,036 $1.8 Million
Q1 2024 May 01, 2024	BUY	$55.41 - $62.08 $2,936 - $3,290	53 Added 0.19%	28,006 $1.74 Million
Q4 2023 Feb 02, 2024	BUY	$48.47 - $56.6 $2,423 - $2,830	50 Added 0.18%	27,953 $1.58 Million
Q2 2023 Aug 11, 2023	BUY	$47.67 - $52.37 $95,435 - $104,844	2,002 Added 7.73%	27,903 $1.46 Million
Q1 2023 May 01, 2023	BUY	$44.78 - $49.41 $4,746 - $5,237	106 Added 0.41%	25,901 $1.25 Million
Q4 2022 Feb 10, 2023	BUY	$42.25 - $48.16 $1.09 Million - $1.24 Million	25,795 New	25,795 $1.16 Million

Others Institutions Holding SCHX

# of Institutions

1,363

Shares Held

448M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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