Schwab Strategic Tr 0 shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 73k | 26.95 |
| 2025-06-30 | $2.0M | 77k | 26.68 |
| 2025-03-31 | $2.1M | 77k | 26.89 |
| 2024-12-31 | $1.5M | 56k | 25.83 |
| 2024-09-30 | $1.5M | 28k | 53.63 |
| 2024-06-30 | $1.5M | 28k | 52.01 |
| 2024-03-31 | $1.5M | 29k | 52.16 |
More positions owned by Breakwater Investment Management
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