Waterfront Wealth Inc. Schwab Strategic Tr Intl Eqty Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Waterfront Wealth Inc. holds 12,048 shares of SCHF stock, worth $244,935. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,048
Previous 12,048
-0.0%
Holding current value
$244,935
Previous $495,000
55.15%
% of portfolio
0.06%
Previous 0.12%
Shares
15 transactions
Others Institutions Holding SCHF
# of Institutions
1,377Shares Held
1.4BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.81 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.68 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.5 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.45 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$849 Million0.75% of portfolio