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Schwab Intl Small Cap Equity ETF shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 587 45.49
2025-06-30 $25k 587 42.57
2025-03-31 $21k 587 35.87

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Breakwater Investment Management

Top funds holding Schwab Intl Small Cap Equity ETF

Tiaa Trust, National Association
Savant Capital Management
SageView Advisory Group
BlackRock
McAdam
Pnc Financial Services
Creative Planning
State Street Corporation
Mather Group
Colony
Johnson Financial
Rsm Us Wealth Management
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
Jones Financial Companies, L.L

View all funds holding Schwab Intl Small Cap Equity ETF