Breakwater Investment Management Schwab Strategic Tr Us Broad M Transaction History
Breakwater Investment Management
- $217 Billion
- Q1 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 320,773 shares of SCHB stock, worth $20.2 Million. This represents 9.01% of its overall portfolio holdings.
Number of Shares
320,773Holding current value
$20.2 Million% of portfolio
9.01%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,121Shares Held
160MCall Options Held
230KPut Options Held
29.7K-
Wealthfront Advisers LLC21.9MShares$1.38 Billion4.68% of portfolio
-
Betterment LLC New York, NY6.32MShares$397 Million1.04% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$253 Million5.24% of portfolio
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Rebalance, LLC Palo Alto, CA3.6MShares$226 Million18.06% of portfolio
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Evensky & Katz LLC3.4MShares$213 Million14.63% of portfolio