Breakwater Investment Management Schwab Intermediate Term Us Tr Put Options Transaction History

Breakwater Investment Management

$224 Billion
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SCHR

# of Institutions

399

Shares Held

146M

Call Options Held

2.3K

Put Options Held

7.4K

Charles Schwab Investment Management Inc San Francisco, CA

83.2M
Shares

$2.03 Billion
0.78% of portfolio
Royal Bank Of Canada Toronto, A6

10.1M
Shares

$247 Million
0.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.67M
Shares

$114 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.74M
Shares

$91.4 Million
0.21% of portfolio
Bergan Kdv Wealth Management, LLC

1.78M
Shares

$43.5 Million
8.79% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

Ticker SCHR
Sector ETFs
Industry ETFs

More about SCHR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Breakwater Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Breakwater Investment Management with notifications on news.