Schwab Strategic Tr shares owned by Wsfs Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Wsfs Capital Management
from 13F filings
Historical chart of Wsfs Capital Management investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 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 by Wsfs Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $731k | 32k | 23.12 |
| 2024-09-30 | $997k | 38k | 26.17 |
| 2024-06-30 | $1.2M | 53k | 23.57 |
| 2024-03-31 | $1.8M | 74k | 24.26 |
| 2023-12-31 | $2.2M | 89k | 24.59 |
| 2023-09-30 | $2.5M | 109k | 23.00 |
| 2023-06-30 | $4.2M | 174k | 23.94 |
| 2023-03-31 | $5.1M | 216k | 23.63 |
| 2022-12-31 | $4.9M | 217k | 22.42 |
| 2022-09-30 | $3.2M | 161k | 20.01 |
| 2022-06-30 | $3.4M | 153k | 22.49 |
| 2022-03-31 | $2.8M | 111k | 25.68 |
| 2021-12-31 | $2.2M | 86k | 25.66 |