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Schwab Strategic Tr cmn shares owned by Wsfs Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wsfs Capital Management from 13F filings

Historical chart of Wsfs Capital Management investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Wsfs Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $551k 6.9k 80.37
2024-06-30 $511k 6.9k 74.08
2024-03-31 $547k 7.2k 75.98
2023-12-31 $514k 7.3k 70.10
2023-09-30 $578k 9.0k 64.46
2023-06-30 $635k 9.5k 67.09
2023-03-31 $752k 12k 65.58
2022-12-31 $757k 12k 66.02