Waterfront Wealth Inc. Schwab Strategic Tr Us Small C Transaction History
Waterfront Wealth Inc.
- $355 Million
- Q2 2024
A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Waterfront Wealth Inc. holds 9,052 shares of SCHA stock, worth $465,453. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,052
Previous 9,052
-0.0%
Holding current value
$465,453
Previous $445,000
3.6%
% of portfolio
0.12%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding SCHA
# of Institutions
1,119Shares Held
230MCall Options Held
44.7KPut Options Held
32.4K-
Charles Schwab Investment Management Inc San Francisco, CA87.1MShares$4.48 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC22.1MShares$1.14 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.9MShares$614 Million2.11% of portfolio
-
Personal Capital Advisors Corp10.5MShares$541 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.36MShares$378 Million0.51% of portfolio