Breakwater Investment Management Schwab Strategic Tr Us Broad M Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q2 2024

A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Breakwater Investment Management holds 315,948 shares of SCHB stock, worth $6.99 Million. This represents 8.89% of its overall portfolio holdings.

Number of Shares
315,948
Previous 320,773 1.5%
Holding current value
$6.99 Million
Previous $19.6 Billion 1.43%
% of portfolio
8.89%
Previous 9.01%

Shares

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

Aug 08, 2024
SELL
$57.57 - $63.3 $277,775 - $305,422
-4,825 Reduced 1.5%
315,948 $19.9 Billion
Q1 2024

Jun 13, 2024
BUY
$54.61 - $61.05 $17.5 Million - $19.6 Million
320,773 New
320,773 $19.6 Billion

Others Institutions Holding SCHB

# of Institutions
1,158
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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