Top 10 Stocks Held By Kathleen S. Wright Associates Inc.
By Holdings Channel Staff, updated Sunday, April 28, 5:20 AM
In total we count 227 positions held by Kathleen S. Wright Associates Inc. as of their latest 13F filing, but among those total Kathleen S. Wright Associates Inc. holdings we've sorted out the top ten stocks held by Kathleen S. Wright Associates Inc. by largest position size, and presented them here in slideshow form.
#10 . SCHC
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
139,229
$4,984 SCHC 139,229 $4,984
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
141,627
$4,941 SCHC 141,627 $4,941
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
SCHWAB STRATEGIC TR
152,948
$4,933 SCHC 152,948 $4,933
SCHC Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$4,933
$4,941
$4,984
09/30/2023 12/31/2023 03/31/2024
Share Count
152,948
141,627
139,229
09/30/2023 12/31/2023 03/31/2024
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