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 12,745 shares of SCHD stock, worth $347,173. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,745
Previous 13,730 7.17%
Holding current value
$347,173
Previous $363,000 4.41%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$26.38 - $27.95 $25,984 - $27,530
-985 Reduced 7.17%
12,745 $347,000
Q2 2025

Aug 04, 2025

BUY
$24.32 - $27.87 $333,913 - $382,655
13,730 New
13,730 $363,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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