Breakwater Investment Management Schwab Strategic Tr 1000 Index Transaction History
Breakwater Investment Management
- $224 Billion
- Q3 2024
A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Breakwater Investment Management holds 587 shares of SCHK stock, worth $16,970. This represents 0.01% of its overall portfolio holdings.
Number of Shares
587
Previous 587
-0.0%
Holding current value
$16,970
Previous $30.7 Million
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
181Shares Held
39.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA28.6MShares$827 Million3.25% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$104 Million12.87% of portfolio
-
Warwick Investment Management, Inc.2.1MShares$60.6 Million27.6% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$36.7 Million5.84% of portfolio
-
Waddell & Associates, LLC963KShares$27.8 Million6.53% of portfolio