Schwab U S Broad Market ETF shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 887k | 25.71 |
| 2025-06-30 | $22M | 936k | 23.83 |
| 2025-03-31 | $20M | 946k | 21.53 |
| 2024-12-31 | $22M | 945k | 22.70 |
| 2024-09-30 | $21M | 319k | 66.52 |
| 2024-06-30 | $20M | 316k | 62.87 |
| 2024-03-31 | $20M | 321k | 61.05 |
More positions owned by Breakwater Investment Management
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