Breakwater Investment Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Breakwater Investment Management’s Portfolio SCHO Stock Details SCHO 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	$2.88M	Sell
2025 Q2	$3.07M	Sell
2025 Q1	$3.22M	Buy
2024 Q4	$3.18M	Sell
2024 Q3	$4.08M	Sell
2024 Q2	$4.19M	Sell
2024 Q1	$4.61M	Buy