Waterfront Wealth Inc. Schwab Strategic Tr Us Dividen Transaction History
Waterfront Wealth Inc.
- $459 Million
- Q3 2025
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
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio