Breakwater Investment Management Schwab Strategic Tr 1000 Index Transaction History
Breakwater Investment Management
- $258 Billion
- Q2 2025
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 1,174 shares of SCHK stock, worth $36,006. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,174
Previous 1,174
-0.0%
Holding current value
$36,006
Previous $31.6 Million
10.77%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHK
# of Institutions
222Shares Held
70MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.44 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.65MShares$204 Million12.34% of portfolio
-
Warwick Investment Management, Inc.4.09MShares$125 Million23.81% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$74.7 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$61.2 Million7.2% of portfolio