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
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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 | $94k | 3.5k | 26.73 |
| 2025-06-30 | $93k | 3.5k | 26.54 |
| 2025-03-31 | $92k | 3.5k | 26.11 |
| 2024-12-31 | $89k | 3.4k | 26.16 |
| 2024-09-30 | $91k | 1.7k | 53.50 |
| 2024-06-30 | $88k | 1.7k | 51.62 |
| 2024-03-31 | $991 | 19 | 52.21 |
More positions owned by Breakwater Investment Management
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