Breakwater Investment Management Schwab Strategic Tr Us Large C Transaction History

Breakwater Investment Management

  • $224 Billion
  • Q2 2024

A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Breakwater Investment Management holds 24,627 shares of SCHX stock, worth $1.67 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
24,627
Previous 22,879 7.64%
Holding current value
$1.67 Million
Previous $1.42 Billion 11.44%
% of portfolio
0.71%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$58.7 - $64.78 $102,607 - $113,235
1,748 Added 7.64%
24,627 $1.58 Billion
Q1 2024

Jun 13, 2024
BUY
$55.41 - $62.08 $1.27 Million - $1.42 Million
22,879 New
22,879 $1.42 Billion

Others Institutions Holding SCHX

# of Institutions
1,314
Shares Held
447M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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