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 14,526 shares of SCHG stock, worth $419,801. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,526
Previous 3,460 319.83%
Holding current value
$419,801
Previous $348,000 334.77%
% of portfolio
0.38%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$92.63 - $105.69 $1.03 Million - $1.17 Million
11,066 Added 319.83%
14,526 $1.51 Million
Q2 2023

Jul 28, 2023
SELL
$63.6 - $74.95 $15,518 - $18,287
-244 Reduced 6.59%
3,460 $259,000
Q1 2023

Apr 19, 2023
BUY
$54.19 - $65.17 $13,222 - $15,901
244 Added 7.05%
3,704 $241,000
Q2 2022

Jul 25, 2022
BUY
$55.73 - $76.55 $192,825 - $264,863
3,460 New
3,460 $201,000

Others Institutions Holding SCHG

# of Institutions
1,355
Shares Held
1.86B
Call Options Held
140K
Put Options Held
96.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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