Breakwater Investment Management Schwab Intermediate Term Us Tr Transaction History
Breakwater Investment Management
- $224 Billion
- Q2 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 $53,227. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,177
Previous 1,905
14.28%
Holding current value
$53,227
Previous $93.4 Million
13.63%
% of portfolio
0.05%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHR
# of Institutions
399Shares Held
146MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.4 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.5 Million8.79% of portfolio