CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Holdings in WSFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,477,477 | 696,551 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $38,152,400 | 707,443 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $39,143,005 | 711,691 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $38,803,168 | 748,085 | Shares | Sole | 2025-09-15 |
| 2024-12-31 | $39,347,227 | 740,584 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $36,760,424 | 720,934 | Shares | Sole | 2024-11-12 |
| 2024-03-31 | $30,533,147 | 676,410 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $29,482,237 | 641,895 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $22,386,253 | 613,322 | Shares | Sole | 2023-11-08 |
| 2021-12-31 | $20,042,286 | 399,886 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $19,957,434 | 388,958 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $17,856,782 | 383,275 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $19,684,426 | 395,349 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $18,685,249 | 416,338 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $11,392,208 | 422,403 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $11,221,900 | 391,007 | Shares | Sole | 2020-08-20 |
| 2020-03-31 | $8,426,398 | 338,138 | Shares | Sole | 2020-05-15 |