Breakwater Investment Management’s Schwab Fundamental US Broad Market Index ETF FNDB Stock Holding History

Breakwater Investment Management’s Portfolio FNDB Stock Details FNDB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Hold
2025 Q2	$214K	Hold
2025 Q1	$206K	Sell
2024 Q4	$211K	Hold
2024 Q3	$213K	Hold
2024 Q2	$199K	Hold
2024 Q1	$201K	Buy