Breakwater Investment Management Schwab Strategic U.S. Reit ETF Transaction History
Breakwater Investment Management
- $224 Billion
- Q2 2024
A detailed history of Breakwater Investment Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Breakwater Investment Management holds 53,496 shares of SCHH stock, worth $1.18 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
53,496
Previous 51,049
4.79%
Holding current value
$1.18 Million
Previous $1.04 Billion
3.09%
% of portfolio
0.48%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding SCHH
# of Institutions
515Shares Held
256MCall Options Held
28.4KPut Options Held
83.1K-
Charles Schwab Investment Management Inc San Francisco, CA84.7MShares$1.87 Billion0.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA52.8MShares$1.17 Billion2.35% of portfolio
-
Us Bancorp \De\27.6MShares$610 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$568 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.72MShares$171 Million0.15% of portfolio