Breakwater Investment Management Schwab Strategic U.S. Reit ETF Transaction History
Breakwater Investment Management
- $224 Billion
- Q4 2024
A detailed history of Breakwater Investment Management transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Breakwater Investment Management holds 53,496 shares of SCHH stock, worth $1.14 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
53,496
Previous 53,496
-0.0%
Holding current value
$1.14 Million
Previous $1.07 Billion
-0.0%
% of portfolio
0.48%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SCHH
# of Institutions
531Shares Held
175MCall Options Held
22.2KPut Options Held
84.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA52.9MShares$1.12 Billion2.52% of portfolio
-
Us Bancorp \De\27.6MShares$586 Million0.83% of portfolio
-
Creative Planning Overland Park, KS25.7MShares$545 Million0.59% of portfolio
-
Northwestern Mutual Wealth Management CO7.55MShares$160 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA6.98MShares$148 Million0.58% of portfolio