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Schwab Strategic Tr us lrg cap etf shares owned by Wsfs Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Wsfs Capital Management from 13F filings

Historical chart of Wsfs Capital Management investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Wsfs Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 28k 56.40
2023-09-30 $1.4M 28k 50.60
2023-06-30 $1.5M 28k 52.37
2023-03-31 $1.3M 26k 48.37
2022-12-31 $1.2M 26k 45.15

More positions owned by Wsfs Capital Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vertex Cl A (VERX)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Wsfs Capital Management

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory
Charles Schwab Investment Management
Creative Planning
HPM Partners
HBK Sorce Advisory
Sage Financial
Moneta Group Investment Advisors
Wealth Enhancement Advisory Services
UBS Group
Mercer Global Advisors
Campbell Wealth Management
HighTower Advisors
Henderson Group
Mariner Wealth Advisors
Wealthsource Partners

View all funds holding Schwab Strategic Tr us lrg cap etf