Waterfront Wealth Inc.'s ownership history for SCHD

Waterfront Wealth Inc. currently holds 12.3K shares with a market value of $358.7K. It started holding SCHD on 2025-06-30. At its peak, it held 13.7K shares on 2025-06-30. Its highest holding value was $363.8K on 2025-06-30. At its lowest, it held 12.3K shares on 2025-12-31, with a value of $344.0K on 2025-09-30. In the recent 180 days, Waterfront Wealth Inc. has decreased its shares by 1.5K.