Breakwater Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Breakwater Investment Management’s Portfolio SCHM Stock Details SCHM 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	$75.6K	Hold
2025 Q2	$71.5K	Hold
2025 Q1	$66.8K	Hold
2024 Q4	$70.7K	Hold
2024 Q3	$70.6K	Hold
2024 Q2	$66.2K	Hold
2024 Q1	$69.2K	Buy