Breakwater Investment Management Schwab Strategic Tr Intl Divid Transaction History
Breakwater Investment Management
- $224 Billion
- Q4 2024
A detailed history of Breakwater Investment Management transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Breakwater Investment Management holds 1,064 shares of SCHY stock, worth $25,344. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,064
Previous 1,064
-0.0%
Holding current value
$25,344
Previous $25.1 Million
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
129Shares Held
9.75MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.2 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$20 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.5 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.99 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.81 Million0.0% of portfolio