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 11,094 shares of SCHV stock, worth $301,867. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,094
Previous 3,818 190.57%
Holding current value
$301,867
Previous $282,000 215.96%
% of portfolio
0.22%
Previous 0.08%

Shares

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

Oct 31, 2024
BUY
$73.43 - $80.37 $534,276 - $584,772
7,276 Added 190.57%
11,094 $891,000
Q2 2024

Aug 01, 2024
SELL
$71.74 - $75.86 $61,481 - $65,012
-857 Reduced 18.33%
3,818 $282,000
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
$60.93 - $72.3 $121,616 - $144,310
1,996 Added 71.34%
4,794 $299,000
Q1 2022

May 13, 2022
BUY
$67.71 - $74.19 $189,452 - $207,583
2,798 New
2,798 $200,000

Others Institutions Holding SCHV

# of Institutions
847
Shares Held
165M
Call Options Held
0
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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