Waterfront Wealth Inc. Schwab Strategic Tr Us Emergin Transaction History

Waterfront Wealth Inc.

  • $355 Million
  • Q2 2024

A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Waterfront Wealth Inc. holds 8,265 shares of SCHE stock, worth $239,189. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,265
Previous 8,521 3.0%
Holding current value
$239,189
Previous $215,000 1.86%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$24.67 - $27.2 $6,315 - $6,963
-256 Reduced 3.0%
8,265 $219,000
Q1 2024

May 13, 2024
SELL
$23.47 - $25.45 $29,830 - $32,346
-1,271 Reduced 12.98%
8,521 $215,000
Q4 2023

Jan 31, 2024
SELL
$23.04 - $24.89 $100,615 - $108,694
-4,367 Reduced 30.84%
9,792 $242,000
Q3 2023

Nov 09, 2023
SELL
$23.83 - $26.11 $27,023 - $29,608
-1,134 Reduced 7.42%
14,159 $338,000
Q2 2023

Jul 28, 2023
SELL
$23.66 - $25.54 $18,525 - $19,997
-783 Reduced 4.87%
15,293 $376,000
Q1 2023

Apr 19, 2023
SELL
$23.32 - $26.39 $373 - $422
-16 Reduced 0.1%
16,076 $394,000
Q4 2022

Jan 30, 2023
SELL
$21.59 - $24.95 $10,125 - $11,701
-469 Reduced 2.83%
16,092 $380,000
Q3 2022

Nov 01, 2022
BUY
$22.4 - $25.83 $1,478 - $1,704
66 Added 0.4%
16,561 $365,000
Q2 2022

Jul 25, 2022
BUY
$24.51 - $28.87 $17,181 - $20,237
701 Added 4.44%
16,495 $419,000
Q1 2022

May 13, 2022
BUY
$25.61 - $30.82 $58,800 - $70,762
2,296 Added 17.01%
15,794 $441,000
Q4 2021

Feb 14, 2022
BUY
$28.68 - $31.96 $7,628 - $8,501
266 Added 2.01%
13,498 $400,000
Q3 2021

Nov 02, 2021
BUY
$29.81 - $32.7 $6,170 - $6,768
207 Added 1.59%
13,232 $403,000
Q1 2021

Apr 23, 2021
BUY
$30.78 - $34.63 $2,370 - $2,666
77 Added 0.59%
13,025 $417,000
Q4 2020

Feb 16, 2021
BUY
$26.72 - $30.68 $345,970 - $397,244
12,948 New
12,948 $397,000

Others Institutions Holding SCHE

# of Institutions
770
Shares Held
236M
Call Options Held
13.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email