Waterfront Wealth Inc. Schwab Strategic Tr Us Large C Transaction History
Waterfront Wealth Inc.
- $400 Million
- Q3 2024
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 11,094 shares of SCHV stock, worth $300,758. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,094
Previous 3,818
190.57%
Holding current value
$300,758
Previous $282,000
215.96%
% of portfolio
0.22%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
847Shares Held
173MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
-
Envestnet Asset Management Inc4.85MShares$132 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio