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Breakwater Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Breakwater Investment Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35K Hold
1,174
– – 0.01% 168
2025
Q1 		$31.6K Hold
1,174
– – 0.01% 164
2024
Q4 		$33.2K Hold
1,174
– – 0.01% 163
2024
Q3 		$32.5K Hold
1,174
– – 0.01% 164
2024
Q2 		$30.7K Hold
1,174
– – 0.01% 162
2024
Q1 		$29.7K Buy
+1,174
New +$29.7K 0.01% 160