Breakwater Investment Management Schwab Intermediate Term Us Tr Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q4 2024

A detailed history of Breakwater Investment Management transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Breakwater Investment Management holds 2,177 shares of SCHR stock, worth $53,663. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,177
Previous 2,177 -0.0%
Holding current value
$53,663
Previous $106 Million -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$24.19 - $50.58 $52,661 - $110,112
2,177 Added 100.0%
4,354 $106 Million
Q2 2024

Aug 08, 2024
BUY
$47.85 - $49.0 $13,015 - $13,328
272 Added 14.28%
2,177 $106 Million
Q1 2024

Jun 13, 2024
BUY
$48.64 - $49.88 $92,659 - $95,021
1,905 New
1,905 $93.4 Million

Others Institutions Holding SCHR

# of Institutions
445
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Breakwater Investment Management Portfolio

Follow Breakwater Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Breakwater Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Breakwater Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email