Breakwater Investment Management Schwab Strategic Tr Intl Small Call Options Transaction History
Breakwater Investment Management
- $271 Billion
- Q3 2025
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding SCHC
# of Institutions
499Shares Held
76.5MCall Options Held
0Put Options Held
0- 
    
      Ci Private Wealth, LLC Miami, FL32.8MShares$1.5 Billion2.05% of portfolio
- 
    
      Tiaa Trust, National Association Charlotte, NC3.42MShares$156 Million0.38% of portfolio
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      Savant Capital, LLC2.33MShares$106 Million0.65% of portfolio
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      Sage View Advisory Group, LLC Newport Beach, CA1.93MShares$87.9 Million3.13% of portfolio
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      Tiaa, Fsb St. Louis, MO1.68MShares$76.6 Million0.21% of portfolio