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Schwab Strategic Tr shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 Strategic Tr by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $88k 1.7k 51.62
2024-06-30 $88k 1.7k 51.62
2024-03-31 $991 19 52.21

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)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Breakwater Investment Management

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
Charles Schwab Trust
Capasso Planning Partners
Jane Street
Columbus Macro
Envestnet Asset Management
Cetera Investment Advisers
WealthBridge Capital Management
Sightline Wealth Advisors
Advisor Group Holdings
Bank of America Corporation
Breakwater Investment Management
CWM
IFP Advisors
Creative Financial Designs

View all funds holding Schwab Strategic Tr