Schwab Strategic Tr shares owned by Breakwater Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Breakwater Investment Management
from 13F filings
Historical chart of Breakwater Investment Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Breakwater Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41k | 1.5k | 27.94 |
| 2025-06-30 | $40k | 1.5k | 27.35 |
| 2025-03-31 | $27k | 1.1k | 25.38 |
| 2024-12-31 | $25k | 1.1k | 23.12 |
| 2024-09-30 | $28k | 1.1k | 26.17 |
| 2024-06-30 | $25k | 1.1k | 23.57 |
| 2024-03-31 | $26k | 1.1k | 24.26 |
More positions owned by Breakwater Investment Management
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