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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$37.7K Hold
2025
Q2
$35K Hold
2025
Q1
$31.6K Hold
2024
Q4
$33.2K Hold
2024
Q3
$32.5K Hold
2024
Q2
$30.7K Hold
2024
Q1
$29.7K Buy