BIM
SCHM icon

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

Breakwater Investment Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71.5K Hold
2,550
– – 0.03% 135
2025
Q1 		$66.8K Hold
2,550
– – 0.03% 136
2024
Q4 		$70.7K Hold
2,550
– – 0.03% 131
2024
Q3 		$70.6K Hold
2,550
– – 0.03% 131
2024
Q2 		$66.2K Hold
2,550
– – 0.03% 128
2024
Q1 		$69.2K Buy
+2,550
New +$69.2K 0.03% 122