Waterfront Wealth Inc. Schwab Strategic Tr Us Small C Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 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 18,104 shares of SCHA stock, worth $509,084. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,104
Previous 9,052
100.0%
Holding current value
$509,084
Previous $429,000
117.25%
% of portfolio
0.23%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding SCHA
# of Institutions
1,146Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$622 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$346 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$296 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$206 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$84.1 Million0.34% of portfolio