Waterfront Wealth Inc. Schwab Strategic Tr Us Large C Transaction History

Waterfront Wealth Inc.

  • $408 Million
  • Q1 2025

A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Waterfront Wealth Inc. holds 14,429 shares of SCHG stock, worth $364,765. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,429
Previous 14,526 0.67%
Holding current value
$364,765
Previous $404,000 10.64%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$24.91 - $29.02 $2,416 - $2,814
-97 Reduced 0.67%
14,429 $361,000
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $1.03 Million - $1.17 Million
11,066 Added 319.83%
14,526 $1.51 Million
Q2 2023

Jul 28, 2023
SELL
$63.6 - $74.95 $15,518 - $18,287
-244 Reduced 6.59%
3,460 $259,000
Q1 2023

Apr 19, 2023
BUY
$54.19 - $65.17 $13,222 - $15,901
244 Added 7.05%
3,704 $241,000
Q2 2022

Jul 25, 2022
BUY
$55.73 - $76.55 $192,825 - $264,863
3,460 New
3,460 $201,000

Others Institutions Holding SCHG

# of Institutions
1,483
Shares Held
705M
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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