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

Waterfront Wealth Inc.

  • $359 Million
  • Q1 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 4,675 shares of SCHV stock, worth $345,762. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,675
Previous 4,652 0.49%
Holding current value
$345,762
Previous $326,000 8.9%
% of portfolio
0.1%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$68.82 - $75.98 $1,582 - $1,747
23 Added 0.49%
4,675 $355,000
Q1 2023

Apr 19, 2023
SELL
$62.59 - $69.3 $8,887 - $9,840
-142 Reduced 2.96%
4,652 $305,000
Q2 2022

Jul 25, 2022
BUY
N/A
1,996 Added 71.34%
4,794 $299,000
Q1 2022

May 13, 2022
BUY
N/A
2,798 New
2,798 $200,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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