Breakwater Investment Management Schwab Strategic U.S. Mid Cap Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q2 2024

A detailed history of Breakwater Investment Management transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Breakwater Investment Management holds 850 shares of SCHM stock, worth $23,468. This represents 0.03% of its overall portfolio holdings.

Number of Shares
850
Previous 850 -0.0%
Holding current value
$23,468
Previous $69.2 Million 4.42%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 13, 2024
BUY
$72.89 - $81.43 $61,956 - $69,215
850 New
850 $69.2 Million

Others Institutions Holding SCHM

# of Institutions
925
Shares Held
96.1M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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