Breakwater Investment Management Schwab Strategic Tr Us Large C Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q3 2024

A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Breakwater Investment Management holds 24,627 shares of SCHX stock, worth $571,346. This represents 0.71% of its overall portfolio holdings.

Number of Shares
24,627
Previous 24,627 -0.0%
Holding current value
$571,346
Previous $1.58 Billion -0.0%
% of portfolio
0.71%
Previous 0.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$58.7 - $64.78 $102,607 - $113,235
1,748 Added 7.64%
24,627 $1.58 Billion
Q1 2024

Jun 13, 2024
BUY
$55.41 - $62.08 $1.27 Million - $1.42 Million
22,879 New
22,879 $1.42 Billion

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Breakwater Investment Management Portfolio

Follow Breakwater Investment Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email