Waterfront Wealth Inc. Schwab Strategic Tr Us Dividen Transaction History
Waterfront Wealth Inc.
- $417 Million
- Q2 2025
A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Waterfront Wealth Inc. holds 13,730 shares of SCHD stock, worth $364,806. This represents 0.09% of its overall portfolio holdings.
Number of Shares
13,730Holding current value
$364,806% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,022Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio