Schwab U S Small Cap ETF shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39k | 1.4k | 27.90 |
| 2025-06-30 | $36k | 1.4k | 25.30 |
| 2025-03-31 | $143k | 6.1k | 23.43 |
| 2024-12-31 | $184k | 7.1k | 25.86 |
| 2024-09-30 | $81k | 1.6k | 51.50 |
More positions owned by Breakwater Investment Management
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